13F

Position

ASSETMARK, INC in Privia Health Group, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$21.2K$23.71$20.57

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20256.77K$160.6K0.0%
Q1 20266.75K$138.9K$20.57−$21.2K−$5450.0%