Assetmark Financial Hldg shares owned by Mcmorgan & Co
Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Mcmorgan & Co
from 13F filings
Historical chart of Mcmorgan & Co investment in Assetmark Financial Hldg
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Quarterly reported holdings in Assetmark Financial Hldg by Mcmorgan & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.2M | 129k | 25.08 |
| 2023-06-30 | $3.2M | 108k | 29.66 |
| 2023-03-31 | $2.5M | 78k | 31.45 |
| 2022-12-31 | $2.4M | 105k | 23.00 |
| 2022-09-30 | $1.8M | 100k | 18.29 |
| 2022-06-30 | $1.9M | 102k | 18.77 |
| 2022-03-31 | $1.8M | 81k | 22.25 |
| 2021-12-31 | $2.2M | 84k | 26.21 |
| 2021-09-30 | $1.6M | 66k | 24.86 |
| 2021-06-30 | $856k | 34k | 25.06 |