Zacks Investment Management Asset Mark Financial Holdings, Inc. Transaction History

Zacks Investment Management

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$29.37 - $36.2 $560,732 - $691,130	19,092 New	19,092 $676,000
Q2 2023 Aug 14, 2023	SELL	$26.31 - $32.93 $87,875 - $109,986	-3,340 Reduced 13.47%	21,460 $636,000
Q1 2023 May 15, 2023	SELL	$23.11 - $31.75 $67,550 - $92,805	-2,923 Reduced 10.54%	24,800 $779,000
Q4 2022 Feb 14, 2023	BUY	$17.25 - $24.86 $478,221 - $689,193	27,723 New	27,723 $637,000
Q2 2022 Aug 15, 2022	SELL	$18.07 - $23.0 $532,287 - $677,511	-29,457 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$20.9 - $26.67 $176,354 - $225,041	8,438 Added 40.14%	29,457 $655,000
Q4 2021 Feb 15, 2022	BUY	$24.1 - $27.92 $216 - $251	9 Added 0.04%	21,019 $551,000
Q3 2021 Nov 15, 2021	BUY	$24.24 - $27.11 $509,282 - $569,581	21,010 New	21,010 $523,000

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...

Get notified when there are updates to the investment portfolio of Zacks Investment Management, based on Form 13F filings with the SEC.

Stay updated on Zacks Investment Management with notifications on news.