Capital World Investors Asset Mark Financial Holdings, Inc. Transaction History

Capital World Investors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$33.79 - $37.06 $20.3 Million - $22.2 Million	-600,000 Reduced 45.74%	711,713 $24.6 Million
Q1 2024 May 14, 2024	SELL	$29.37 - $36.2 $8.81 Million - $10.9 Million	-300,000 Reduced 18.61%	1,311,713 $46.4 Million
Q3 2023 Nov 13, 2023	BUY	$25.08 - $31.95 $1.23 Million - $1.57 Million	49,213 Added 3.15%	1,611,713 $40.4 Million
Q2 2023 Aug 11, 2023	BUY	$26.31 - $32.93 $1.28 Million - $1.6 Million	48,500 Added 3.2%	1,562,500 $46.3 Million
Q1 2023 May 15, 2023	BUY	$23.11 - $31.75 $3.79 Million - $5.21 Million	164,000 Added 12.15%	1,514,000 $47.6 Million
Q1 2021 May 14, 2021	SELL	$22.74 - $26.55 $20.5 Million - $23.9 Million	-900,000 Reduced 40.0%	1,350,000 $31.5 Million
Q3 2019 Nov 14, 2019	BUY	$23.31 - $28.8 $52.4 Million - $64.8 Million	2,250,000 New	2,250,000 $58.6 Million

2.26M

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...

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