Assetmark Financial Hldg shares owned by Phocas Financial
Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Phocas Financial
from 13F filings
Historical chart of Phocas Financial investment in Assetmark Financial Hldg
Tip: Access up to 7 years of quarterly data
All positions including Assetmark Financial Hldg held by Phocas Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Assetmark Financial Hldg by Phocas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7k | 106k | 0.04 |
| 2023-12-31 | $3.2M | 109k | 29.95 |
| 2023-06-30 | $3.2M | 107k | 29.66 |