Assetmark Financial Hldg shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Assetmark Financial Hldg
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Quarterly reported holdings in Assetmark Financial Hldg by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5k | 42 | 35.43 |
| 2023-12-31 | $1.3k | 42 | 29.95 |
| 2023-09-30 | $954 | 38 | 25.11 |
| 2023-06-30 | $1.1k | 38 | 29.68 |
| 2023-03-31 | $1.3k | 42 | 31.45 |
| 2022-12-31 | $897 | 39 | 23.00 |
| 2022-09-30 | $999 | 43 | 23.26 |
| 2022-06-30 | $999 | 43 | 23.26 |
| 2022-03-31 | $999 | 26 | 38.46 |
| 2021-12-31 | $0 | 12 | 0.00 |