Assetmark Financial Hldg shares owned by Morgan Stanley
Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Assetmark Financial Hldg
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Quarterly reported holdings in Assetmark Financial Hldg by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19M | 540k | 35.41 |
| 2023-09-30 | $4.6M | 183k | 25.08 |
| 2023-06-30 | $4.2M | 143k | 29.66 |
| 2022-12-31 | $1.7M | 73k | 23.00 |
| 2022-06-30 | $0 | 115k | 0.00 |
| 2022-03-31 | $2.7M | 120k | 22.37 |
| 2021-06-30 | $0 | 68k | 0.00 |
| 2020-12-31 | $1.8M | 76k | 24.20 |
| 2020-09-30 | $565k | 26k | 21.66 |
| 2020-06-30 | $692k | 25k | 27.30 |
| 2020-03-31 | $63k | 3.1k | 20.21 |
| 2019-12-31 | $542k | 19k | 28.99 |
| 2019-09-30 | $1.6M | 60k | 26.00 |