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Assetmark Financial Hldg shares owned by HPM Partners

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

Historical chart of HPM Partners investment in Assetmark Financial Hldg

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Quarterly reported holdings in Assetmark Financial Hldg by HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 606k 29.95
2023-09-30 $15M 606k 25.08
2023-06-30 $18M 606k 29.66
2023-03-31 $21M 659k 31.45

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View all positions for HPM Partners

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
Bank of New York Mellon
Two Sigma Advisers
Bank of America Corporation
Goldman Sachs Group

View all funds holding Assetmark Financial Hldg