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Assetmark Financial Hldg shares owned by Credit Suisse

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

Historical chart of Credit Suisse investment in Assetmark Financial Hldg

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

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Quarterly reported holdings in Assetmark Financial Hldg by Credit Suisse

Quarter filed Position value Share count Share price at filing
2023-12-31 $869k 29k 29.95
2023-09-30 $660k 26k 25.08
2023-06-30 $818k 28k 29.66
2023-03-31 $597k 19k 31.45
2022-12-31 $437k 19k 23.00
2022-09-30 $299k 16k 18.32
2022-06-30 $242k 13k 18.77
2022-03-31 $299k 14k 22.17
2021-12-31 $359k 14k 25.87
2021-09-30 $5.4M 215k 25.32
2021-06-30 $274k 11k 25.32
2021-03-31 $468k 11k 41.67
2020-12-31 $454k 19k 24.23
2020-09-30 $256k 12k 21.32
2020-06-30 $570k 12k 47.62
2020-03-31 $210k 10k 20.39
2019-12-31 $230k 7.9k 29.02