AMK

Assetmark Financial Holdings, Inc.

Latest period2024 - Q3Total superinvestors1

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 1 superinvestors own shares of Assetmark Financial Holdings, Inc. (AMK), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Assetmark Financial Holdings, Inc. (AMK), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Assetmark Financial Holdings, Inc. (AMK) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Assetmark Financial Holdings, Inc. (AMK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Karen E Carraher@Public Employees Retirement System Of Ohio
Recent Activity
Exited
0%
$2.902M
84,000 shares@ 34.55 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Exited
0%
$2.779M
80,438 shares@ 34.55 avg price
Thomas Park@Mirae Asset Global Etfs Holdings Ltd.
Recent Activity
Exited
0%
$2.692M
77,922 shares@ 34.55 avg price
KIMBERLY KELLEY@Arrowstreet Capital, Limited Partnership
Recent Activity
Exited
0%
$2.61M
75,555 shares@ 34.55 avg price
Puk van der Ploeg@Mint Tower Capital Management B.v.
Recent Activity
Exited
0%
$2.591M
75,000 shares@ 34.55 avg price
Jason M. Colombo@Cubist Systematic Strategies, Llc
Recent Activity
Exited
0%
$2.499M
72,340 shares@ 34.55 avg price
Melinda Trujillo@Sagefield Capital Lp
Recent Activity
Exited
0%
$2.422M
70,100 shares@ 34.55 avg price
Richard Stewart@Moore Capital Management, Lp
Recent Activity
Exited
0%
$2.418M
70,000 shares@ 34.55 avg price
Steve H. Metzger@Two Sigma Investments, Lp
Recent Activity
Exited
0%
$2.306M
66,740 shares@ 34.55 avg price
Andrew Flynn@Versor Investments Lp
Recent Activity
Exited
0%
$1.995M
57,748 shares@ 34.55 avg price