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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $153,038 | -53.7% | 6,102 | -45.2% | 0.03% | -65.6% |
| Q2 2023 | $330,323 | -8.2% | 11,137 | -2.6% | 0.10% | -16.5% |
| Q1 2023 | $359,662 | +219.3% | 11,436 | +133.5% | 0.12% | +210.8% |
| Q4 2022 | $112,654 | +231.3% | 4,898 | +169.0% | 0.04% | +76.2% |
| Q2 2022 | $34,000 | -69.4% | 1,821 | -63.6% | 0.02% | -62.5% |
| Q1 2022 | $111,000 | -40.3% | 4,996 | -29.8% | 0.06% | -35.6% |
| Q4 2021 | $186,000 | – | 7,113 | – | 0.09% | – |
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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% |