Joel David JR McNatt Insider Profile

4 Followers
Joel David JR McNatt, EVP, Investment Solutions at AssetMark Financial Holdings, holds 0.00 shares in AssetMark Financial Holdings (Ticker: AMK).
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Joel David JR McNatt

Joel David JR McNatt
AssetMark Financial Holdings (AMK)
EVP, Investment Solutions

Ranked #76,326 out of 99,218 Corporate Insiders

Profitable Transactions

0%
0 out of 2 Profitable Transactions

Average Return

-36.20%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

Joel David JR McNatt does not currently own shares as a corporate insider.
A breakdown of Joel David JR McNatt's holdings

Insider Roles

Joel David JR McNatt does not currently hold a role as a corporate insider.
Roles that Joel David JR McNatt holds in companies

Most Profitable Insider Trade

Stock:
AssetMark Financial Holdings
(AMK)
Rating:Informative Sell
Date:Jun 12, 2023 - Jun 12, 2024
Return:-18.90%
The most profitable trade made by Joel David JR McNatt

Joel David JR McNatt's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
AMK
AssetMark Financial Holdings
Sep 06, 2024
Uninformative Sell
1.32M
$0.00
AMK
is no longer traded
Success Rate for
AMK
0 out of 2 profitable transactions on
AMK
0%
Average Return for
AMK
Average return per transaction on
AMK
-36.20%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Jul 29, 2024
Uninformative Buy
$0.00
-
$0.00
Jan 26, 2024
Informative Sell
$100.68K
-
$25.17
Jun 11, 2024
Informative Sell
$181.20K
-
$34.40
Jul 29, 2024
Uninformative Sell
$0.00
-
$0.00
Aug 07, 2024
Uninformative Sell
$0.00
-
$0.00
List of latest transactions for each holding click on a transaction to see Joel David JR McNatt's performance on stock

Joel David JR McNatt insider profile FAQ

What is the percentage of profitable transactions made by Joel David JR McNatt?
The percentage of profitable transactions made by Joel David JR McNatt is 0%.
    What is the average return per transaction made by Joel David JR McNatt?
    The average return per transaction made by Joel David JR McNatt is -36.20%.
      What stocks does Joel David JR McNatt hold?
      Joel David JR McNatt holds: AMK stocks.
        What was Joel David JR McNatt’s latest transaction?
        Joel David JR McNatt latest transaction was an Uninformative Sell of $1.32M.
          What was Joel David JR McNatt's most profitable transaction?
          Joel David JR McNatt’s most profitable transaction was an Informative Sell of AMK stock on June 12, 2023. The return on the trade was -18.90%.
            What is Joel David JR McNatt's role in AssetMark Financial Holdings?
            Joel David JR McNatt's role in AssetMark Financial Holdings is EVP, Investment Solutions.
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