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Assetmark Financial Hldg shares owned by Quest Partners

Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Quest Partners from 13F filings

Historical chart of Quest Partners investment in Assetmark Financial Hldg

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All positions including Assetmark Financial Hldg held by Quest Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assetmark Financial Hldg by Quest Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 5.8k 35.41
2023-12-31 $558k 19k 29.95

More positions owned by Quest Partners

AECOM Technology Corporation (ACM)
Ross Stores (ROST)
AmerisourceBergen (COR)
Franklin Resources (BEN)
Leidos Holdings (LDOS)
Otis Worldwide Corp (OTIS)
Penske Automotive (PAG)
Lincoln Electric Holdings (LECO)
CSX Corporation (CSX)
Jefferies Finl Group (JEF)
Visa Com Cl A (V)
American Water Works (AWK)
Huntington Ingalls Inds (HII)
Ss&c Technologies Holding (SSNC)
Sonoco Products Company (SON)

View all positions for Quest Partners

Top funds holding Assetmark Financial Hldg

Jpmorgan Chase & Co
Vanguard Group
Jennison Associates
BlackRock
Dimensional Fund Advisors
Henderson Group
HPM Partners
Millennium Management
William Blair $ Company
PRIMECAP Management Company
Stony Point Wealth Management
Charles Schwab Investment Management
Two Sigma Advisers
Bank of America Corporation
Bank of New York Mellon

View all funds holding Assetmark Financial Hldg