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AMK [NYSE]
AssetMark Financial Holdings, Inc.
Index- P/E- EPS (ttm)-0.29 Insider Own2.00% Shs Outstand70.42M Perf Week3.33%
Market Cap1.88B Forward P/E16.46 EPS next Y1.59 Insider Trans-20.29% Shs Float17.68M Perf Month4.15%
Income-19.50M PEG- EPS next Q0.33 Inst Own25.40% Short Float2.33% Perf Quarter15.90%
Sales436.20M P/S4.30 EPS this Y21.10% Inst Trans7.98% Short Ratio5.58 Perf Half Y13.38%
Book/sh13.20 P/B1.98 EPS next Y19.34% ROA-1.60% Target Price30.00 Perf Year-6.12%
Cash/sh1.22 P/C21.31 EPS next 5Y32.26% ROE-2.20% 52W Range20.88 - 28.22 Perf YTD7.85%
Dividend- P/FCF23.56 EPS past 5Y- ROI-0.10% 52W High-7.50% Beta-
Dividend %- Quick Ratio4.00 Sales past 5Y- Gross Margin68.90% 52W Low25.00% ATR0.61
Employees732 Current Ratio4.00 Sales Q/Q3.60% Oper. Margin-2.80% RSI (14)59.02 Volatility2.56% 2.20%
OptionableNo Debt/Eq0.00 EPS Q/Q-420.80% Profit Margin-4.50% Rel Volume4.82 Prev Close25.55
ShortableYes LT Debt/Eq0.08 EarningsJul 28 AMC Payout- Avg Volume73.84K Price26.10
Recom2.60 SMA202.90% SMA501.61% SMA2007.59% Volume356,216 Change2.15%
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 $29
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AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. It provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. The company also offers mutual funds to clients of financial advisers; custodial recordkeeping services primarily to investor clients of registered investment advisers; record-keeper and third-party administrator services for retirement products; wealth management services for institutional and individual investors; and insurance services on an intermediary basis. It serves independent advisers who provide wealth management advice to the U.S. investors. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. is a subsidiary of Huatai International Investment Holdings Limited.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Mehta MukeshEVP, Chief Information OfficerJun 25Sale27.042,53468,519302,643Jun 25 08:52 PM
Mehta MukeshEVP, Chief Information OfficerJun 17Sale27.051,61743,740305,177Jun 17 06:05 PM
Mehta MukeshEVP, Chief Information OfficerJun 16Sale27.001002,700306,794Jun 16 07:05 PM
Zyla Gary G.EVP, Chief Financial OfficerMay 18Sale24.7465,0001,608,11065,497May 19 07:00 PM
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
Hansen Carrie E.EVP, Chief Operating OfficerNov 18Sale24.4916,429402,380270,633Nov 20 06:05 PM
Wolfsen Natalie GraceEVP, Chief Solutions OfficerNov 18Sale24.5914,280351,145382,200Nov 20 06:07 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