Disciplined Investments, LLC - ASSETMARK FINL HLDGS INC ownership

ASSETMARK FINL HLDGS INC's ticker is AMK and the CUSIP is 04546L106. A total of 125 filers reported holding ASSETMARK FINL HLDGS INC in Q1 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of ASSETMARK FINL HLDGS INC
ValueSharesWeighting
Q2 2023$326
-13.5%
11
-8.3%
0.00%
Q1 2023$377
+49.0%
12
+9.1%
0.00%
Q4 2022$25311
+10.0%
0.00%
Q3 2022$0100.0%0.00%
Q2 2022$010
-37.5%
0.00%
Q1 2022$0160.00%
Other shareholders
ASSETMARK FINL HLDGS INC shareholders Q1 2023
NameSharesValueWeighting ↓
Seneca House Advisors 230,500$6,836,6303.41%
Azora Capital LP 135,305$4,013,1460.73%
MCMORGAN & CO LLC 108,026$3,204,0510.60%
Phocas Financial Corp. 106,642$3,163,0000.43%
ALGERT GLOBAL LLC 112,340$3,3320.14%
Campbell & CO Investment Adviser LLC 21,513$638,0760.11%
State of Wyoming 11,137$330,3230.10%
ADVISORY RESEARCH INC 25,129$745,3260.10%
Cerity Partners LLC 605,481$17,958,5660.07%
DARK FOREST CAPITAL MANAGEMENT LP 24,153$716,3780.07%
View complete list of ASSETMARK FINL HLDGS INC shareholders