AMKUSD

Assetmark Financial Holdings

-$809.1M

Net Activity

Institutions Holding

1

Popularity Rank

#20621

Avg Weight

0.00%

Total Value

$4.7K

Ownership Trend

1 institutions currently hold AMKUSD, with 0 net buyers and 45 net sellers this quarter.

Institutional Moves

Institutional Moves (Q3 2024)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

45

Net Buying Institutions

0

Key Holders

Key Holders

Top 5 by Conviction

View all 1 holding institutions

Quarterly Activity

Recent Activity

+$0.0

Total Buy Value

$294.4M

Total Sell Value

New buy0
Trim0
Add0
Sold out45

0

Net Buyers

45

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ASSETMARK FINANCIAL HOLDINGS (AMKUSD)?
Major stakeholders currently include Blue Trust, Inc. ($4.7K). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in AMKUSD.
What is the overall institutional sentiment toward AMKUSD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $809.1M, driven by 0 managers accumulating shares while 45 reduced their exposure.
Which institutions have been selling or reducing their AMKUSD positions?
In the latest period, 0 funds trimmed their holdings, and 45 managers completely exited their positions. The aggregate reported sell value was $294.4M.
Are there any notable investors adding AMKUSD to their portfolios?
No tracked institutions opened new positions or added to their existing holdings in AMKUSD during the last reporting period.

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