Assetmark Financial Hldg shares owned by Thomas Stevens, CFA"
Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Thomas Stevens, CFA"
from 13F filings
Historical chart of Thomas Stevens, CFA" investment in Assetmark Financial Hldg
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Quarterly reported holdings in Assetmark Financial Hldg by Thomas Stevens, CFA"
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 38k | 35.41 |
| 2023-12-31 | $2.3M | 76k | 29.95 |
| 2023-09-30 | $1.9M | 77k | 25.08 |
| 2023-06-30 | $2.4M | 80k | 29.66 |
| 2023-03-31 | $2.2M | 70k | 31.45 |
| 2022-12-31 | $980k | 43k | 23.00 |
| 2022-09-30 | $779k | 43k | 18.29 |
| 2022-06-30 | $1.7M | 90k | 18.77 |
| 2022-03-31 | $2.1M | 95k | 22.25 |
| 2021-12-31 | $2.5M | 95k | 26.21 |
| 2021-09-30 | $1.4M | 54k | 24.86 |