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Assetmark Financial Hldg shares owned by CWM

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

Historical chart of CWM investment in Assetmark Financial Hldg

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

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Quarterly reported holdings in Assetmark Financial Hldg by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0k 179 33.52
2023-12-31 $5.0k 171 29.24
2023-09-30 $2.0k 60 33.33
2023-06-30 $2.0k 60 33.33
2023-03-31 $2.0k 60 33.33
2022-12-31 $24k 1.1k 22.64
2022-09-30 $1.8M 100k 18.29
2022-06-30 $1.9M 100k 18.77

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Ishares Tr S&p 500 Grwt Etf (IVW)
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Ishares Tr S&p 500 Val Etf (IVE)
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Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Assetmark Financial Hldg

Jpmorgan Chase & Co
Vanguard Group
Jennison Associates
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
Goldman Sachs Group

View all funds holding Assetmark Financial Hldg