AssetMark Financial Holdings, Inc.
AMKDelisted Sep 5, 2024- Industry
- Investment Advice
- SEC CIK
- 0001591587
AssetMark Financial Holdings, Inc. was delisted on Sep 5, 2024; its insiders filed their last Form 4 on Sep 6, 2024; 147 institutions reported holding it in 13F filings for Q2 2024, worth $809.2M in total; no superinvestor held it.
Q3 2021 vs. Q2 2021
How the institutions holding AssetMark Financial Holdings, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 62 | 79 | +17 |
| Shares | 19.0M | 19.2M | +193.9K (+1.0%) |
| Value | $476.3M | $477.6M | +$1.39M (+0.3%) |
New holders (22)
Institutions that held AssetMark Financial Holdings, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
Sold out (5)
Institutions that held AssetMark Financial Holdings, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Golden Gate Private Equity, Inc. | 515,515 | $12.9M |
| Raymond James Financial Services Advisors, Inc. | 30,348 | $761.0K |
| Quadrature Capital Ltd | 10,365 | $260.0K |
| Winton Group Ltd | 8,138 | $204.0K |
| Advisor Group Holdings, Inc. | 26 | $1.00K |