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
Douglas R. Jamieson@Gabelli & Co Investment Advisers, Inc.
Recent Activity
Exited
0%
$1.9M
55,000 shares@ 34.55 avg price
Kim Halkett@Corient Private Wealth Llc
Recent Activity
Exited
0%
$1.872M
54,189 shares@ 34.56 avg price
Kevin Bopp@New York Life Investment Management Llc
Recent Activity
Exited
0%
$1.822M
52,748 shares@ 34.55 avg price
David Cavicke@Wolverine Asset Management Llc
Recent Activity
Exited
0%
$1.791M
51,835 shares@ 34.55 avg price
Lauener Alain@Swiss National Bank
Recent Activity
Exited
0%
$1.772M
51,300 shares@ 34.55 avg price
BARRY J. MULLEN@Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc
Recent Activity
Exited
0%
$1.757M
50,841 shares@ 34.55 avg price
Brian Sopinsky@Susquehanna International Group, Llp
Recent Activity
Exited
0%
$1.6M
46,310 shares@ 34.56 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Exited
0%
$1.591M
46,041 shares@ 34.55 avg price
Janice Duenas@Los Angeles Capital Management Llc
Recent Activity
Exited
0%
$1.494M
43,245 shares@ 34.56 avg price
Andy Warning@One Charles Private Wealth Services, Llc
Recent Activity
Exited
0%
$1.43M
41,390 shares@ 34.56 avg price