A detailed history of Blair William & CO transactions in Asset Mark Financial Holdings, Inc. stock. As of the latest transaction made, Blair William & CO holds 101,293 shares of AMK stock, worth $3.57 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
101,293
Previous 334,035 69.68%
Holding current value
$3.57 Million
Previous $11.8 Million 70.42%
% of portfolio
0.01%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$33.79 - $37.06 $7.86 Million - $8.63 Million
-232,742 Reduced 69.68%
101,293 $3.5 Million
Q1 2024

May 09, 2024

BUY
$29.37 - $36.2 $338,959 - $417,784
11,541 Added 3.58%
334,035 $11.8 Million
Q4 2023

Feb 12, 2024

BUY
$23.18 - $30.44 $1.12 Million - $1.47 Million
48,337 Added 17.63%
322,494 $9.66 Million
Q3 2023

Nov 09, 2023

SELL
$25.08 - $31.95 $1.26 Million - $1.6 Million
-50,233 Reduced 15.49%
274,157 $6.88 Million
Q2 2023

Aug 11, 2023

SELL
$26.31 - $32.93 $613,943 - $768,421
-23,335 Reduced 6.71%
324,390 $9.62 Million
Q1 2023

May 12, 2023

BUY
$23.11 - $31.75 $5.39 Million - $7.41 Million
233,322 Added 203.95%
347,725 $10.9 Million
Q4 2022

Feb 10, 2023

BUY
$17.25 - $24.86 $1.97 Million - $2.84 Million
114,403 New
114,403 $2.63 Million

Others Institutions Holding AMK

About AssetMark Financial Holdings, Inc.


  • Ticker AMK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 73,844,800
  • Market Cap $2.6B
  • Description
  • AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platfo...
More about AMK
Track This Portfolio

Track Blair William & CO Portfolio

Follow Blair William & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blair William & CO, based on Form 13F filings with the SEC.

News

Stay updated on Blair William & CO with notifications on news.