ASSETMARK FINL HLDGS INC's ticker is AMK and the CUSIP is 04546L106. A total of 67 filers reported holding ASSETMARK FINL HLDGS INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613,756 | -15.5% | 24,472 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $726,134 | -5.7% | 24,482 | +0.0% | 0.00% | -50.0% |
| Q1 2023 | $769,642 | +81.5% | 24,472 | +34.5% | 0.00% | +100.0% |
| Q1 2021 | $424,000 | -26.3% | 18,189 | -23.5% | 0.00% | 0.0% |
| Q4 2020 | $575,000 | -6.4% | 23,789 | +5.4% | 0.00% | 0.0% |
| Q2 2020 | $614,000 | -67.6% | 22,576 | -75.7% | 0.00% | -80.0% |
| Q1 2020 | $1,895,000 | +91.8% | 93,088 | +173.1% | 0.01% | +150.0% |
| Q4 2019 | $988,000 | +24.3% | 34,086 | +11.7% | 0.00% | 0.0% |
| Q3 2019 | $795,000 | – | 30,506 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Seneca House Advisors | 246,860 | $6,151,751 | 3.20% |
| Azora Capital LP | 350,390 | $8,787,781 | 0.94% |
| MCMORGAN & CO LLC | 128,863 | $3,231,884 | 0.60% |
| Nebula Research & Development LLC | 13,441 | $337,100 | 0.18% |
| ALGERT GLOBAL LLC | 106,460 | $2,670 | 0.13% |
| Cerity Partners LLC | 605,481 | $15,185,463 | 0.07% |
| Versor Investments LP | 13,100 | $328,548 | 0.07% |
| LMCG INVESTMENTS, LLC | 36,487 | $915,094 | 0.06% |
| Y-Intercept (Hong Kong) Ltd | 24,349 | $610,673 | 0.06% |
| GSA CAPITAL PARTNERS LLP | 25,259 | $633 | 0.05% |