A detailed history of Credit Suisse Ag transactions in Asset Mark Financial Holdings, Inc. stock. As of the latest transaction made, Credit Suisse Ag holds 29,016 shares of AMK stock, worth $1.02 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,016
Previous 29,016 -0.0%
Holding current value
$1.02 Million
Previous $869,000 18.18%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

BUY
$23.18 - $30.44 $62,446 - $82,005
2,694 Added 10.23%
29,016 $869,000
Q3 2023

Nov 13, 2023

SELL
$25.08 - $31.95 $31,776 - $40,480
-1,267 Reduced 4.59%
26,322 $660,000
Q2 2023

Aug 11, 2023

BUY
$26.31 - $32.93 $226,160 - $283,066
8,596 Added 45.26%
27,589 $818,000
Q1 2023

May 10, 2023

BUY
$23.11 - $31.75 $138 - $190
6 Added 0.03%
18,993 $597,000
Q4 2022

Feb 13, 2023

BUY
$17.25 - $24.86 $45,936 - $66,202
2,663 Added 16.31%
18,987 $436,000
Q3 2022

Nov 10, 2022

BUY
$17.16 - $21.74 $58,773 - $74,459
3,425 Added 26.55%
16,324 $299,000
Q2 2022

Aug 12, 2022

SELL
$18.07 - $23.0 $10,914 - $13,892
-604 Reduced 4.47%
12,899 $242,000
Q1 2022

May 16, 2022

SELL
$20.9 - $26.67 $7,440 - $9,494
-356 Reduced 2.57%
13,503 $300,000
Q4 2021

Feb 14, 2022

SELL
$24.1 - $27.92 $4.85 Million - $5.61 Million
-201,070 Reduced 93.55%
13,859 $363,000
Q3 2021

Nov 12, 2021

BUY
$24.24 - $27.11 $4.95 Million - $5.53 Million
204,107 Added 1886.04%
214,929 $5.35 Million
Q2 2021

Aug 16, 2021

SELL
$22.04 - $26.91 $9,036 - $11,033
-410 Reduced 3.65%
10,822 $272,000
Q1 2021

May 14, 2021

SELL
$22.74 - $26.55 $170,731 - $199,337
-7,508 Reduced 40.06%
11,232 $263,000
Q4 2020

Feb 12, 2021

BUY
$21.15 - $25.27 $142,466 - $170,218
6,736 Added 56.11%
18,740 $453,000
Q3 2020

Nov 13, 2020

BUY
$21.49 - $29.18 $838 - $1,138
39 Added 0.33%
12,004 $260,000
Q2 2020

Aug 12, 2020

BUY
$18.23 - $28.65 $30,662 - $48,189
1,682 Added 16.36%
11,965 $327,000
Q1 2020

May 13, 2020

BUY
$14.87 - $33.5 $35,108 - $79,093
2,361 Added 29.8%
10,283 $210,000
Q4 2019

Feb 12, 2020

BUY
$23.73 - $29.57 $187,989 - $234,253
7,922 New
7,922 $230,000

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
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