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AMK AssetMark Financial Holdings, Inc. daily Stock Chart
AMK [NYSE]
AssetMark Financial Holdings, Inc.
Index- P/E- EPS (ttm)-0.02 Insider Own5.90% Shs Outstand67.28M Perf Week2.23%
Market Cap1.76B Forward P/E21.95 EPS next Y1.11 Insider Trans-8.74% Shs Float16.99M Perf Month10.10%
Income-0.70M PEG- EPS next Q0.26 Inst Own23.80% Short Float4.09% Perf Quarter0.21%
Sales432.20M P/S4.08 EPS this Y-101.10% Inst Trans-4.57% Short Ratio5.35 Perf Half Y-7.98%
Book/sh13.39 P/B1.82 EPS next Y14.82% ROA-0.10% Target Price28.08 Perf Year-1.98%
Cash/sh1.63 P/C14.89 EPS next 5Y32.26% ROE-0.10% 52W Range13.94 - 34.02 Perf YTD-16.20%
Dividend- P/FCF23.77 EPS past 5Y- ROI1.20% 52W High-29.48% Beta-
Dividend %- Quick Ratio4.10 Sales past 5Y- Gross Margin68.80% 52W Low72.09% ATR0.86
Employees729 Current Ratio4.10 Sales Q/Q-2.70% Oper. Margin1.50% RSI (14)52.42 Volatility2.71% 3.68%
OptionableNo Debt/Eq0.00 EPS Q/Q328.00% Profit Margin-0.20% Rel Volume0.37 Prev Close24.32
ShortableYes LT Debt/Eq0.14 EarningsNov 10 AMC Payout- Avg Volume129.83K Price23.99
Recom2.60 SMA200.14% SMA504.09% SMA200-1.53% Volume43,729 Change-1.36%
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 $29
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AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. It provides integrated technology platform for advisers new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. The company also offers mutual funds to clients of financial advisers; custodial recordkeeping services primarily to investor clients of registered investment advisers; record-keeper and third-party administrator services for retirement products; wealth management services for institutional and individual investors; and insurance services on an intermediary basis. It serves independent advisers who provide wealth management advice to the U.S. investors. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. is a subsidiary of Huatai International Investment Holdings Limited.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
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
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 03Sale27.6510,000276,450329,431Aug 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
Mehta MukeshEVP, Chief Information OfficerJul 02Sale27.232,99581,554339,431Jul 02 05:15 PM
Kim MichaelEVP, Chief Client OfficerJul 02Sale27.221,93952,780348,144Jul 02 05:23 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
Mehta MukeshEVP, Chief Information OfficerJul 01Sale26.787,005187,574342,426Jul 02 05:15 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
Angus Ted F.EVP, General CounselJun 10Sale27.779,447262,311177,502Jun 12 06:31 PM
Zyla Gary G.EVP, Chief Financial OfficerJun 10Sale27.7910,232284,352193,765Jun 12 06:38 PM
Goldman Charles GPresident and CEOJun 10Sale27.7910,221284,0367,891Jun 10 06:17 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 10Sale28.003,39695,088408,439Jun 10 06:21 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 10Sale28.003,39695,088408,439Jun 10 06:26 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
Goldman Charles GPresident and CEOJun 08Sale28.1211,276317,08127,797Jun 10 06:17 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 08Sale28.407,926225,098421,555Jun 10 06:21 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerJun 08Sale28.407,926225,098421,555Jun 10 06:26 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
Goldman Charles GPresident and CEOJun 03Sale27.1010,085273,30457,638Jun 05 04:52 PM
Minta-Jacobs EsiEVP, HR & Project ManagementJun 03Sale27.0044311,96147,202Jun 05 04:54 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 22Sale26.5519,373514,285192,141May 22 06:34 PM
Minta-Jacobs EsiEVP, HR & Project ManagementMay 22Sale27.001,10329,78154,091May 26 05:56 PM
Goldman Charles GPresident and CEOMay 21Sale26.7529,278783,149211,514May 22 06:34 PM
Minta-Jacobs EsiEVP, HR & Project ManagementMay 21Sale27.002,00854,21655,194May 26 05:56 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
Goldman Charles GPresident and CEOMay 12Sale24.0270016,8142,024,756May 12 07:10 PM
Zyla Gary G.EVP, Chief Financial OfficerMay 12Sale23.712,61962,096194,620May 13 07:10 PM
Angus Ted F.EVP, General CounselMay 11Sale23.939,447226,109177,572May 13 07:14 PM
Goldman Charles GPresident and CEOMay 11Sale24.075,423130,5322,025,456May 12 07:10 PM
Zyla Gary G.EVP, Chief Financial OfficerMay 11Sale23.9512,881308,558197,239May 13 07:10 PM
Goldman Charles GPresident and CEOMay 08Sale24.7951,5561,278,2182,030,879May 12 07:10 PM
Kim MichaelEVP, Chief Client OfficerMay 08Sale25.0415,637391,550359,592May 11 07:44 PM
Kim MichaelEVP, Chief Client OfficerMay 07Sale25.002,60065,000375,229May 11 07:44 PM
Goldman Charles GPresident and CEOMay 07Sale24.4730,434744,6882,082,435May 07 08:21 PM
Goldman Charles GPresident and CEOMay 06Sale22.8048,3221,101,6962,112,869May 07 08:21 PM
Goldman Charles GPresident and CEOMay 05Sale23.7711,819280,9062,161,191May 07 08:21 PM
Goldman Charles GPresident and CEOMay 04Sale23.1088,3172,040,2632,173,010May 04 07:36 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerMay 01Sale23.417,934185,735528,628May 05 08:27 PM
Goldman Charles GPresident and CEOMay 01Sale23.5425,825607,8092,261,327May 04 07:36 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerApr 30Sale24.046,083146,235429,481May 04 07:38 PM
Goldman Charles GPresident and CEOApr 30Sale23.9839,102937,5402,287,152May 04 07:36 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerApr 29Sale23.437,074165,744536,562Apr 29 08:00 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerApr 29Sale23.9913,917333,869435,564Apr 29 08:04 PM
Hansen Carrie E.EVP, Chief Operating OfficerApr 29Sale23.228,930207,368277,685Apr 30 07:16 PM
Goldman Charles GPresident and CEOApr 29Sale23.4429,318687,2892,326,254Apr 29 08:13 PM
Goldman Charles GPresident and CEOApr 28Sale22.2711,160248,5332,355,572Apr 29 08:13 PM
Hansen Carrie E.EVP, Chief Operating OfficerApr 28Sale22.275,595124,601286,615Apr 30 07:16 PM
Hansen Carrie E.EVP, Chief Operating OfficerApr 27Sale22.643,17271,814292,210Apr 27 07:22 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerApr 27Sale22.632,50056,575449,481Apr 29 08:04 PM
Goldman Charles GPresident and CEOApr 27Sale22.646,320143,0852,366,732Apr 29 08:13 PM
Chafkin Jeremiah HEVP, Chief Investment OfficerApr 27Sale23.0286019,797543,636Apr 29 08:00 PM
Goldman Charles GPresident and CEOApr 24Sale22.214,11591,3942,373,052Apr 24 05:35 PM
Hansen Carrie E.EVP, Chief Operating OfficerApr 24Sale22.212,10046,641295,382Apr 27 07:22 PM
Hansen Carrie E.EVP, Chief Operating OfficerApr 23Sale22.1611,796261,399297,482Apr 27 07:22 PM
Angus Ted F.EVP, General CounselApr 23Sale22.164,946109,603187,019Apr 27 07:10 PM
Goldman Charles GPresident and CEOApr 23Sale22.1523,411518,5542,377,167Apr 24 05:35 PM
Goldman Charles GPresident and CEOApr 22Sale22.04631,3892,400,578Apr 24 05:35 PM
Angus Ted F.EVP, General CounselApr 17Sale22.114,20092,862191,965Apr 21 04:31 PM
Hansen Carrie E.EVP, Chief Operating OfficerApr 17Sale22.093,66881,026309,278Apr 21 04:33 PM
Goldman Charles GPresident and CEOApr 17Sale22.097,040155,5142,400,641Apr 21 04:36 PM
Goldman Charles GPresident and CEOApr 14Sale22.0055012,1002,407,681Apr 16 03:36 PM
Angus Ted F.EVP & General CounselApr 14Sale22.003006,600196,165Apr 16 03:23 PM
Hansen Carrie E.EVP, Chief Operating OfficerApr 14Sale22.003006,600312,946Apr 16 03:17 PM