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Assetmark Financial Hldg shares owned by Azora Capital

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

Historical chart of Azora Capital investment in Assetmark Financial Hldg

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

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Quarterly reported holdings in Assetmark Financial Hldg by Azora Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.8M 350k 25.08
2023-06-30 $4.0M 135k 29.66
2022-09-30 $11M 601k 18.29
2022-06-30 $7.4M 393k 18.77
2022-03-31 $8.3M 373k 22.25
2021-12-31 $19M 727k 26.21
2021-09-30 $17M 672k 24.87
2021-06-30 $8.7M 347k 25.06
2020-09-30 $10M 463k 21.74
2019-12-31 $18M 616k 29.02
2019-09-30 $15M 560k 26.05