Assetmark Financial Hldg shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Assetmark Financial Hldg
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Quarterly reported holdings in Assetmark Financial Hldg by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $65k | 2.2k | 29.95 |
| 2023-09-30 | $54k | 2.2k | 25.08 |
| 2023-06-30 | $51k | 1.7k | 29.66 |
| 2023-03-31 | $54k | 1.7k | 31.45 |
| 2022-12-31 | $37k | 1.4k | 25.65 |
| 2022-09-30 | $26k | 1.4k | 17.99 |
| 2022-06-30 | $27k | 1.4k | 18.69 |
| 2022-03-31 | $32k | 1.4k | 22.15 |
| 2021-12-31 | $38k | 1.4k | 26.30 |
| 2021-09-30 | $36k | 1.4k | 24.91 |
| 2021-06-30 | $36k | 1.4k | 24.91 |
| 2021-03-31 | $34k | 1.4k | 23.53 |
| 2020-12-31 | $35k | 1.4k | 24.22 |
| 2020-09-30 | $31k | 1.4k | 21.45 |
| 2020-06-30 | $39k | 1.4k | 26.99 |
| 2020-03-31 | $23k | 1.1k | 20.09 |
| 2019-12-31 | $33k | 1.1k | 28.82 |
| 2019-09-30 | $30k | 1.1k | 26.20 |
More positions owned by Summit Investment Advisors
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