ASSETMARK, INC AAPL Holdings History

Number of Shares
2.63 Mil
Current Holdings Value*
$584.64 Mil
% of Portfolio
1.61%
Total Estimate Gain
$258.04 Mil
% of Total Estimate Gain
71.13%

ASSETMARK, INC's Apple Inc Holding Summary

As of 2025-03-31, ASSETMARK, INC held 2.63 Mil shares of Apple Inc(AAPL), totaling $584.64 Mil. This investment constitutes 1.61% of their stock portfolio, and ASSETMARK, INC now holds 0.02% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then ASSETMARK, INC has made 27 purchases of AAPL, at an average price of $111.03, for a total of 3.27 Mil shares. In addition, there have been 9 sales at an average price of $107.13 for 635,455.00 shares. Based on historical transaction data and AAPL's current price of $210.01, ASSETMARK, INC's estimated gain on his AAPL holdings is $258.04 Mil, reflecting a 71.13% gain to date.

ASSETMARK, INC AAPL ($210.01) Holding Chart

ASSETMARK, INC AAPL ($210.01) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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