Assetmark Financial Hldg shares owned by Stony Point Wealth Management
Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Stony Point Wealth Management
from 13F filings
Historical chart of Stony Point Wealth Management investment in Assetmark Financial Hldg
Tip: Access up to 7 years of quarterly data
All positions including Assetmark Financial Hldg held by Stony Point Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Assetmark Financial Hldg by Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.7M | 247k | 35.41 |
| 2023-12-31 | $7.4M | 247k | 29.95 |
| 2023-09-30 | $6.2M | 247k | 24.92 |
| 2023-06-30 | $6.8M | 231k | 29.66 |
| 2023-03-31 | $7.5M | 240k | 31.45 |
More positions owned by Stony Point Wealth Management
View all positions for Stony Point Wealth Management