AssetMark Financial Holdings (AMK) Shareholding Patterns

Stock Card

$35.24

$0.00 (0.00%)

As on 05-Sep-2024 09:30EDT

Market cap

$2,637 Mln

Revenue (TTM)

$737 Mln

P/E Ratio

18.4

P/B Ratio

Div. Yield

0 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
JPMorgan Chase & Co	Institutions	4.05	2.92	30-Sep-2023
Vanguard Group Inc	Institutions	2.81	1.17	30-Sep-2023
BlackRock Inc	Institutions	2.36	0.28	30-Sep-2023
T. Rowe Price Investment Management,Inc.	Institutions	2.23	-16.62	30-Sep-2023
Capital World Investors	Institutions	2.17	3.15	30-Sep-2023
Adage Capital Partners Gp LLC	Institutions	1.06	14.82	30-Sep-2023
JPMorgan Chase & Co	Institutions	3.94	5.48	30-Jun-2023
Vanguard Group Inc	Institutions	2.78	2.07	30-Jun-2023
T. Rowe Price Investment Management,Inc.	Institutions	2.68	-10.52	30-Jun-2023
BlackRock Inc	Institutions	2.35	-5.16	30-Jun-2023
Capital World Investors	Institutions	2.10	3.20	30-Jun-2023
Capital Research & Mgmt Co - Division 3	Institutions	1.17	0.00	30-Jun-2023
Jennison Associates LLC	Institutions	1.29	1.85	31-Mar-2023
JPMorgan Chase & Co	Institutions	4.09	-3.91	31-Dec-2022
T. Rowe Price Investment Management,Inc.	Institutions	3.18	0.84	31-Dec-2022
Vanguard Group Inc	Institutions	2.69	1.39	31-Dec-2022
BlackRock Inc	Institutions	2.56	0.49	31-Dec-2022
Adage Capital Partners Gp LLC	Institutions	1.94	-2.66	31-Dec-2022
Capital World Investors	Institutions	1.83	0.00	31-Dec-2022
Mercer Global Advisors Inc.	Institutions	1.44	-8.59	31-Dec-2022
JPMorgan Chase & Co	Institutions	4.26	0.34	30-Sep-2022
BlackRock Inc	Institutions	2.55	-6.97	30-Sep-2022
Mercer Global Advisors Inc.	Institutions	1.58	0.09	30-Sep-2022
JPMorgan Chase & Co	Institutions	4.24	-0.63	30-Jun-2022
T. Rowe Price Associates, Inc.	Institutions	3.18	4.73	30-Jun-2022
Vanguard Group Inc	Institutions	2.61	16.29	30-Jun-2022
Adage Capital Partners Gp LLC	Institutions	1.88	2.78	30-Jun-2022
Capital World Investors	Institutions	1.83	0.00	30-Jun-2022
Mercer Global Advisors Inc.	Institutions	1.58	0.00	30-Jun-2022
Jennison Associates LLC	Institutions	1.16	2.71	30-Jun-2022
HHG PLC	Institutions	1.13	-0.29	30-Jun-2022
BlackRock Inc	Institutions	2.82	-3.40	31-Dec-2021
BlackRock Inc	Institutions	3.37	4.79	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
10-Jun-2024	Esi Minta-Jacobs	Sell	Market	74	34.40	2.53
10-Jun-2024	Gary G Zyla	Sell	Market	226	34.40	7.79
10-Jun-2024	Michael Kim	Sell	Market	275	34.40	9.45
10-Jun-2024	Mukesh Mehta	Sell	Market	258	34.40	8.88
06-Dec-2023	Carrie E Hansen	Sell	Market	439	26.18	11.50

AssetMark Financial Holdings (AMK) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

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