Assetmark, Inc Purchases in Q4 2024

Assetmark, Inc

  • $36.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1.63K
+ 10.37%
$49.84 - $59.6 $81.3K - $97.2K
17.4K $920K
RF
Regions Financial Corp

Financial Services
2.92K
+ 15.66%
$22.45 - $27.47 $65.5K - $80.2K
21.6K $506K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
1.92K
+ 9.74%
$38.14 - $45.74 $73K - $87.6K
21.6K $846K
CNHI
Cnh Industrial N.V.

Industrials
6.84K
+ 10.21%
N/A
73.8K $769K
INVH
Invitation Homes Inc.

Real Estate
2.34K
+ 179.48%
$31.4 - $34.69 $73.6K - $81.3K
3.65K $116K
LECO
Lincoln Electric Holdings Inc

Industrials
549
+ 7.49%
$187.47 - $219.94 $103K - $121K
7.88K $1.48M
ABBV
Abb Vie Inc.

Healthcare
17.1K
+ 11.39%
$164.99 - $203.87 $2.83M - $3.49M
168K $29.8M
ARCC
Ares Capital Corp

Financial Services
3.13K
+ 361.78%
$20.74 - $22.27 $65K - $69.8K
4K $87K
AXS
Axis Capital Holdings LTD

Financial Services
787
New
$78.26 - $94.05 $61.6K - $74K
787 $69K
TRMB
Trimble Inc.

Technology
287
+ 5.0%
$60.21 - $75.4 $17.3K - $21.6K
6.03K $425K
GPOR
Gulfport Energy Corp

Energy
364
New
$137.59 - $184.2 $50.1K - $67K
364 $67K
OKE
Oneok Inc

Energy
545
+ 43.22%
$92.28 - $117.05 $50.3K - $63.8K
1.81K $181K
SQ
Block, Inc.

Technology
742
+ 414.53%
$65.06 - $98.92 $48.3K - $73.4K
921 $78K
PODD
Insulet Corp

Healthcare
246
+ 1447.06%
$227.79 - $275.7 $56K - $67.8K
263 $68K
PBP
Invesco Exchange Traded Fd Tr

ETFs
854
+ 1.39%
$22.51 - $23.75 $19.2K - $20.3K
62.4K $1.47M
SITM
Sitime Corp

Technology
154
+ 21.15%
$168.25 - $261.03 $25.9K - $40.2K
882 $189K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
1.64K
New
$38.01 - $39.08 $62.4K - $64.2K
1.64K $64K
MFG
Mizuho Financial Group Inc

Financial Services
12.7K
+ 550.41%
$4.05 - $5.26 $51.6K - $67K
15.1K $73K
NI
Nisource Inc.

Utilities
1.7K
+ 202.5%
$33.74 - $38.25 $57.3K - $65K
2.54K $93K
MMM
3 M CO

Industrials
522
+ 80.18%
$124.74 - $137.12 $65.1K - $71.6K
1.17K $151K
MYRG
Myr Group Inc.

Industrials
48
+ 3.99%
$102.56 - $168.18 $4.92K - $8.07K
1.25K $185K
REG
Regency Centers Corp

Real Estate
431
+ 2.35%
$69.77 - $75.91 $30.1K - $32.7K
18.8K $1.39M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
2.7K
New
$23.7 - $24.51 $64K - $66.2K
2.7K $63K
PCVX
Vaxcyte, Inc.

Healthcare
775
+ 77500.0%
$80.97 - $117.93 $62.8K - $91.4K
776 $63K
FUTU
Futu Holdings LTD

Financial Services
760
+ 15200.0%
$79.99 - $128.93 $60.8K - $98K
765 $61K
FTC
First Tr Lge Cap Growth

ETFs
335
+ 15.29%
$130.13 - $149.09 $43.6K - $49.9K
2.53K $347K
PLTR
Palantir Technologies Inc.

Technology
377
+ 46.31%
$36.46 - $82.38 $13.7K - $31.1K
1.19K $90K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
6.98K
New
$7.67 - $9.21 $53.6K - $64.3K
6.98K $59K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
937
+ 2402.56%
$63.01 - $68.55 $59K - $64.2K
976 $61K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
790
New
$72.16 - $78.82 $57K - $62.3K
790 $59K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
103
+ 111.96%
$563.99 - $620.12 $58.1K - $63.9K
195 $111K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
3.87K
+ 9.42%
$21.02 - $21.57 $81.4K - $83.5K
45K $949K
IP
International Paper CO

Consumer Cyclical
946
+ 79.9%
$46.64 - $59.57 $44.1K - $56.4K
2.13K $114K
FNDX
Schwab Fundamental U S Large C

ETFs
3.31K
+ 724.51%
$23.49 - $71.77 $77.8K - $238K
3.77K $89K
STRL
Sterling Construction CO Inc

Industrials
181
+ 16.15%
$142.94 - $199.03 $25.9K - $36K
1.3K $219K
CYBR
Cyber Ark Software Ltd.

Technology
152
+ 112.59%
$274.1 - $333.15 $41.7K - $50.6K
287 $95K
FICO
Fair Isaac Corp

Technology
26
+ 33.33%
$1911.01 - $2382.4 $49.7K - $61.9K
104 $207K
TEF
Telefonica S A

Communication Services
14K
New
$4.02 - $4.88 $56.2K - $68.3K
14K $56K
FAST
Fastenal CO

Industrials
730
+ 16.95%
$69.99 - $84.35 $51.1K - $61.6K
5.04K $362K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
2.8K
+ 321.56%
$19.65 - $20.27 $55.1K - $56.8K
3.68K $72K
PTC
Ptc Inc.

Technology
297
+ 825.0%
$175.97 - $201.89 $52.3K - $60K
333 $61K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
741
+ 7410.0%
$58.32 - $85.45 $43.2K - $63.3K
751 $55K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
436
+ 88.98%
$123.69 - $133.68 $53.9K - $58.3K
926 $115K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
776
+ 112.95%
$75.65 - $83.47 $58.7K - $64.8K
1.46K $111K
AWK
American Water Works Company, Inc.

Utilities
492
+ 132.97%
$123.83 - $146.07 $60.9K - $71.9K
862 $107K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
1.01K
+ 5.91%
$50.66 - $60.69 $51.4K - $61.5K
18.2K $928K
NMR
Nomura Holdings Inc

Financial Services
8.1K
+ 85.11%
$5.05 - $6.25 $40.9K - $50.6K
17.6K $102K
ZG
Zillow Group, Inc.

Communication Services
755
+ 18875.0%
$56.08 - $82.33 $42.3K - $62.2K
759 $53K
AOK
Ishares Tr Core Conservative A

ETFs
1.98K
+ 12.32%
$37.3 - $38.64 $73.9K - $76.5K
18.1K $673K
Activity Summary
Buys All Purchases 1802 New Holdings 445 Increased Positions 1357 Sells All Sells 502 Reductions 502 Sold out 0 Options Calls 0 Puts 0
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