Your browser is no longer supported. Please, upgrade your browser.
Settings
AMK [NYSE]
AssetMark Financial Holdings, Inc.
Index- P/E- EPS (ttm)-0.29 Insider Own2.40% Shs Outstand67.81M Perf Week8.24%
Market Cap1.72B Forward P/E15.63 EPS next Y1.54 Insider Trans-24.85% Shs Float17.44M Perf Month7.66%
Income-19.50M PEG- EPS next Q0.34 Inst Own23.50% Short Float1.82% Perf Quarter-7.86%
Sales436.20M P/S3.94 EPS this Y22.90% Inst Trans0.15% Short Ratio3.53 Perf Half Y3.49%
Book/sh13.35 P/B1.80 EPS next Y13.52% ROA-0.10% Target Price29.83 Perf Year-0.17%
Cash/sh1.14 P/C21.14 EPS next 5Y32.26% ROE-0.10% 52W Range20.88 - 29.45 Perf YTD-0.70%
Dividend- P/FCF23.17 EPS past 5Y- ROI-0.10% 52W High-18.40% Beta-
Dividend %- Quick Ratio2.70 Sales past 5Y- Gross Margin68.90% 52W Low15.09% ATR0.66
Employees732 Current Ratio2.70 Sales Q/Q-0.10% Oper. Margin1.50% RSI (14)65.37 Volatility3.95% 2.39%
OptionableNo Debt/Eq0.00 EPS Q/Q-204.60% Profit Margin-0.20% Rel Volume0.95 Prev Close22.88
ShortableYes LT Debt/Eq0.08 EarningsMay 04 AMC Payout- Avg Volume89.71K Price24.03
Recom2.60 SMA206.87% SMA504.28% SMA2000.81% Volume85,368 Change5.03%
May-11-21Upgrade Raymond James Outperform → Strong Buy $34
Dec-18-20Initiated Truist Hold $27
Sep-23-20Initiated Jefferies Hold $24
Aug-05-20Downgrade JP Morgan Overweight → Neutral $27
Dec-13-19Upgrade JP Morgan Neutral → Overweight $30 → $31
Oct-08-19Initiated BMO Capital Markets Market Perform
Aug-12-19Initiated JP Morgan Neutral $29
May-10-21 04:15PM  
May-04-21 07:15PM  
04:15PM  
May-03-21 09:00AM  
Apr-27-21 08:00AM  
Apr-20-21 09:00AM  
Apr-15-21 04:15PM  
Apr-14-21 12:00PM  
Apr-13-21 09:00AM  
Apr-12-21 04:15PM  
Apr-06-21 09:00AM  
Mar-10-21 04:15PM  
09:00AM  
Mar-08-21 04:41AM  
Mar-02-21 08:55AM  
06:41AM  
Mar-01-21 04:30PM  
Feb-23-21 04:22PM  
Feb-11-21 06:05PM  
04:51PM  
04:15PM  
Feb-10-21 04:15PM  
Jan-25-21 04:15PM  
Jan-21-21 09:00AM  
Jan-12-21 12:00PM  
Jan-11-21 04:15PM  
Jan-04-21 08:30AM  
Dec-10-20 06:47PM  
04:15PM  
Dec-02-20 04:15PM  
09:00AM  
Nov-17-20 09:00AM  
Nov-14-20 07:16AM  
Nov-12-20 09:00AM  
Nov-10-20 05:55PM  
05:20PM  
04:16PM  
04:15PM  
Nov-03-20 12:30PM  
Oct-20-20 09:00AM  
Oct-19-20 04:15PM  
Oct-12-20 04:15PM  
Sep-30-20 09:00AM  
Sep-23-20 09:00AM  
Sep-10-20 04:15PM  
Aug-18-20 09:00AM  
Aug-12-20 07:23AM  
07:12AM  
Aug-11-20 09:00AM  
Aug-10-20 04:15PM  
Aug-04-20 07:35PM  
04:15PM  
Jul-28-20 12:33PM  
Jul-23-20 12:20PM  
Jul-20-20 08:59AM  
Jul-16-20 12:00PM  
Jul-15-20 04:15PM  
Jul-14-20 04:15PM  
Jun-09-20 04:15PM  
Jun-05-20 04:15PM  
Jun-01-20 12:20PM  
May-14-20 04:15PM  
May-06-20 09:31PM  
May-05-20 04:15PM  
Apr-13-20 04:15PM  
Apr-07-20 03:32PM  
Apr-06-20 04:15PM  
Mar-12-20 04:15PM  
Mar-02-20 06:00AM  
Feb-26-20 04:15PM  
Feb-24-20 01:21PM  
10:00AM  
Feb-13-20 04:15PM  
Feb-12-20 04:15PM  
Feb-11-20 10:00AM  
Feb-06-20 04:30PM  
Jan-27-20 04:15PM  
Jan-22-20 06:48AM  
Jan-15-20 04:15PM  
Jan-13-20 06:01PM  
Dec-16-19 04:15PM  
Dec-14-19 05:17PM  
Dec-07-19 08:04AM  
Nov-27-19 04:15PM  
Nov-19-19 08:03PM  
Nov-14-19 04:15PM  
Nov-05-19 04:15PM  
Nov-04-19 04:15PM  
Oct-17-19 04:15PM  
06:54AM  
Oct-15-19 04:15PM  
Sep-30-19 04:15PM  
Sep-17-19 05:04PM  
Sep-16-19 04:15PM  
Sep-12-19 07:32PM  
Sep-11-19 10:00AM  
Aug-28-19 04:15PM  
10:00AM  
Aug-26-19 01:00PM  
Aug-15-19 04:05PM  
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company 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. It provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. The company also offers mutual funds to clients of financial advisers; custodial recordkeeping services primarily to investor clients of registered investment advisers; record-keeper and third-party administrator services for retirement products; wealth management services for institutional and individual investors; and insurance services on an intermediary basis. It serves independent advisers who provide wealth management advice to the U.S. investors. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. is a subsidiary of Huatai International Investment Holdings Limited.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Angus Ted F.EVP, General CounselMay 10Sale23.099,780225,82069,570May 11 07:23 PM
Angus Ted F.EVP, General CounselApr 09Sale21.9310,069220,81379,350Apr 09 05:59 PM
Angus Ted F.EVP, General CounselMar 10Sale24.169,923239,74089,419Mar 10 06:28 PM
Angus Ted F.EVP, General CounselMar 01Sale25.0220,291507,68199,342Mar 01 07:42 PM
Hansen Carrie E.EVP, Chief Operating OfficerFeb 11Sale26.293,66296,27489,916Feb 11 08:23 PM
Hansen Carrie E.EVP, Chief Operating OfficerFeb 10Sale26.3932,160848,70293,578Feb 10 08:36 PM
Angus Ted F.EVP, General CounselFeb 10Sale26.3816,687440,203119,633Feb 10 08:33 PM
Hansen Carrie E.EVP, Chief Operating OfficerFeb 09Sale25.7623,073594,416125,738Feb 09 06:59 PM
Hansen Carrie E.EVP, Chief Operating OfficerFeb 08Sale25.3336,338920,442148,811Feb 08 08:14 PM
Hansen Carrie E.EVP, Chief Operating OfficerFeb 05Sale24.9429,816743,611185,149Feb 05 07:41 PM
Zyla Gary G.EVP, Chief Financial OfficerFeb 05Sale25.0235,034876,551130,497Feb 05 07:39 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerFeb 04Sale23.768,109192,691328,647Feb 04 07:11 PM
Hansen Carrie E.EVP, Chief Operating OfficerFeb 04Sale24.2416,561401,439214,965Feb 04 07:08 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerFeb 03Sale23.0322,846526,143336,756Feb 03 06:46 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerFeb 02Sale23.3618,452431,039359,602Feb 02 07:21 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerFeb 01Sale23.014,14695,399378,054Feb 01 05:40 PM
Zyla Gary G.EVP, Chief Financial OfficerJan 25Sale25.031012,528165,531Jan 25 08:00 PM
Kim MichaelEVP, Chief Client OfficerJan 21Sale25.0163715,931294,028Jan 21 06:43 PM
Zyla Gary G.EVP, Chief Financial OfficerJan 21Sale25.001,90947,725165,632Jan 21 06:39 PM
Zyla Gary G.EVP, Chief Financial OfficerJan 20Sale25.012,75668,928167,541Jan 20 07:04 PM
Kim MichaelEVP, Chief Client OfficerJan 20Sale25.013,47987,010294,665Jan 20 07:02 PM
Zyla Gary G.EVP, Chief Financial OfficerJan 19Sale25.172005,034170,297Jan 19 06:24 PM
Angus Ted F.EVP, General CounselJan 05Sale23.5117,888420,547136,320Jan 05 05:47 PM
Angus Ted F.EVP, General CounselJan 04Sale23.7113,847328,313154,208Jan 04 07:25 PM
Kim MichaelEVP, Chief Client OfficerDec 15Sale24.165,895142,423298,144Dec 15 07:51 PM
Kim MichaelEVP, Chief Client OfficerDec 14Sale23.9320,694495,109304,039Dec 14 06:40 PM
Kim MichaelEVP, Chief Client OfficerDec 11Sale24.1313,411323,668324,733Dec 11 05:30 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerDec 08Sale25.042,29257,392406,889Dec 08 05:33 PM
Zyla Gary G.EVP, Chief Financial OfficerDec 08Sale25.1716,611418,099170,497Dec 08 05:31 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerDec 07Sale24.4310,931267,044409,181Dec 07 06:55 PM
Zyla Gary G.EVP, Chief Financial OfficerDec 04Sale25.011,38934,739187,108Dec 04 06:04 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerDec 03Sale23.539,893232,782420,112Dec 03 06:18 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerDec 02Sale23.856,007143,267430,005Dec 02 07:21 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerDec 01Sale24.128,137196,264436,012Dec 02 07:21 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerNov 30Sale23.8815,119361,042444,149Dec 02 07:21 PM
Hansen Carrie E.EVP, Chief Operating OfficerNov 24Sale24.441,03225,222231,526Nov 27 12:01 PM
Hansen Carrie E.EVP, Chief Operating OfficerNov 23Sale24.0918,831453,639232,558Nov 27 12:01 PM
Hansen Carrie E.EVP, Chief Operating OfficerNov 20Sale24.1019,244463,780251,389Nov 20 06:05 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerNov 18Sale24.5914,280351,145382,200Nov 20 06:07 PM
Hansen Carrie E.EVP, Chief Operating OfficerNov 18Sale24.4916,429402,380270,633Nov 20 06:05 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerNov 18Sale24.6013,223325,292459,268Nov 18 08:22 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerNov 16Sale24.7813,223327,666472,491Nov 18 08:22 PM
Mehta MukeshEVP, Chief Information OfficerNov 09Sale25.1822,537567,482306,894Jan 22 03:51 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerNov 03Sale23.007,933182,459485,714Nov 05 07:11 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerOct 14Sale23.003,47379,879493,647Oct 15 07:02 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerOct 13Sale23.004,461102,603497,120Oct 15 07:02 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerSep 01Sale24.107,934191,209501,581Sep 03 08:02 PM
Mehta MukeshEVP, Chief Information OfficerAug 03Sale27.6410,000276,450329,431Aug 05 07:37 PM
Kim MichaelEVP, Chief Client OfficerAug 03Sale27.6610,000276,600338,144Aug 05 07:35 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerAug 03Sale27.667,934219,454509,515Aug 05 07:32 PM
Angus Ted F.EVP, General CounselJul 10Sale27.169,447256,581168,055Jul 14 07:24 PM
Kim MichaelEVP, Chief Client OfficerJul 02Sale27.221,93952,780348,144Jul 02 05:23 PM
Mehta MukeshEVP, Chief Information OfficerJul 02Sale27.232,99581,554339,431Jul 02 05:15 PM
Mehta MukeshEVP, Chief Information OfficerJul 01Sale26.787,005187,574342,426Jul 02 05:15 PM
Kim MichaelEVP, Chief Client OfficerJul 01Sale26.808,061216,035350,083Jul 02 05:23 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerJul 01Sale26.807,934212,631517,449Jul 02 05:18 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 23Sale28.1816,983478,581396,480Jun 23 06:04 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 22Sale28.025,191145,452413,463Jun 23 06:04 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 19Sale27.991002,799418,654Jun 23 06:04 PM
Goldman Charles GChief Executive OfficerJun 11Sale25.867,891204,0830Jun 15 07:53 PM
Zyla Gary G.EVP, Chief Financial OfficerJun 11Sale25.995,268136,891188,497Jun 12 06:38 PM
Zyla Gary G.EVP, Chief Financial OfficerJun 10Sale27.7910,232284,352193,765Jun 12 06:38 PM
Angus Ted F.EVP, General CounselJun 10Sale27.779,447262,311177,502Jun 12 06:31 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 10Sale28.003,39695,088408,439Jun 10 06:26 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 10Sale28.003,39695,088408,439Jun 10 06:21 PM
Goldman Charles GPresident and CEOJun 10Sale27.7910,221284,0367,891Jun 10 06:17 PM
Goldman Charles GPresident and CEOJun 09Sale28.569,685276,60418,112Jun 10 06:17 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 09Sale28.559,720277,506411,835Jun 10 06:21 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 09Sale28.559,720277,506411,835Jun 10 06:26 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 08Sale28.407,926225,098421,555Jun 10 06:26 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 08Sale28.407,926225,098421,555Jun 10 06:21 PM
Goldman Charles GPresident and CEOJun 08Sale28.1211,276317,08127,797Jun 10 06:17 PM
Goldman Charles GPresident and CEOJun 05Sale27.2811,730319,99439,073Jun 05 04:52 PM
Goldman Charles GPresident and CEOJun 04Sale26.246,835179,35050,803Jun 05 04:52 PM
Minta-Jacobs EsiEVP, HR & Project ManagementJun 03Sale27.0044311,96147,202Jun 05 04:54 PM
Goldman Charles GPresident and CEOJun 03Sale27.1010,085273,30457,638Jun 05 04:52 PM
Goldman Charles GPresident and CEOJun 02Sale26.528,699230,69767,723Jun 02 07:39 PM
Mehta MukeshEVP, Chief Information OfficerJun 01Sale25.9710,000259,724340,054Jun 03 06:42 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerJun 01Sale25.687,934203,764520,694Jun 03 06:39 PM
Kim MichaelEVP, Chief Client OfficerJun 01Sale25.4710,000254,692347,829Jun 03 06:38 PM
Goldman Charles GPresident and CEOJun 01Sale25.9212,706329,34476,422Jun 02 07:39 PM
Goldman Charles GPresident and CEOMay 29Sale26.3416,949446,42589,128Jun 02 07:39 PM
Goldman Charles GPresident and CEOMay 28Sale26.4018,773495,575106,077May 28 07:56 PM
Minta-Jacobs EsiEVP, HR & Project ManagementMay 28Sale27.031,00027,03047,645May 29 05:47 PM
Minta-Jacobs EsiEVP, HR & Project ManagementMay 27Sale27.033,710100,28148,645May 29 05:47 PM
Goldman Charles GPresident and CEOMay 27Sale26.9121,991591,778124,850May 28 07:56 PM
Goldman Charles GPresident and CEOMay 26Sale25.9145,3001,173,750146,841May 28 07:56 PM
Minta-Jacobs EsiEVP, HR & Project ManagementMay 26Sale27.101,73647,04652,355May 26 05:56 PM
Goldman Charles GPresident and CEOMay 22Sale26.5519,373514,284192,141May 22 06:34 PM
Minta-Jacobs EsiEVP, HR & Project ManagementMay 22Sale27.001,10329,78154,091May 26 05:56 PM
Minta-Jacobs EsiEVP, HR & Project ManagementMay 21Sale27.002,00854,21655,194May 26 05:56 PM
Goldman Charles GPresident and CEOMay 21Sale26.7529,278783,149211,514May 22 06:34 PM
Goldman Charles GPresident and CEOMay 20Sale26.2711,031289,796240,792May 22 06:34 PM
Goldman Charles GPresident and CEOMay 19Sale25.4720,708527,433251,823May 19 08:22 PM
Kim MichaelEVP, Chief Client OfficerMay 18Sale25.291,76344,586357,829May 20 07:36 PM
Goldman Charles GPresident and CEOMay 18Sale25.9638,077988,443272,531May 19 08:22 PM
Goldman Charles GPresident and CEOMay 18Sale25.193,85197,0072,013,197May 19 08:22 PM
Goldman Charles GPresident and CEOMay 15Sale24.517,708188,9232,017,048May 19 08:22 PM
Zyla Gary G.EVP, Chief Financial OfficerMay 12Sale23.712,61962,096194,620May 13 07:10 PM
Goldman Charles GPresident and CEOMay 12Sale24.0270016,8142,024,756May 12 07:10 PM