Assetmark Financial Hldg shares owned by Summit Global Investments
Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments investment in Assetmark Financial Hldg
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Quarterly reported holdings in Assetmark Financial Hldg by Summit Global Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $249k | 8.4k | 29.64 |
| 2023-03-31 | $1.6M | 50k | 31.46 |
| 2022-12-31 | $1.1M | 47k | 23.00 |
| 2022-09-30 | $896k | 49k | 18.29 |
| 2022-06-30 | $924k | 49k | 18.77 |
| 2022-03-31 | $596k | 27k | 22.24 |