Assetmark Financial Hldg shares owned by UBS Group
Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Assetmark Financial Hldg
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Quarterly reported holdings in Assetmark Financial Hldg by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 39k | 29.95 |
| 2023-09-30 | $778k | 31k | 25.08 |
| 2023-06-30 | $943k | 32k | 29.66 |
| 2023-03-31 | $400k | 13k | 31.45 |
| 2022-12-31 | $273k | 12k | 23.00 |
| 2022-09-30 | $36k | 2.0k | 18.41 |
| 2022-06-30 | $44k | 2.3k | 18.96 |
| 2022-03-31 | $154k | 6.9k | 22.22 |
| 2021-12-31 | $298k | 11k | 26.20 |
| 2021-09-30 | $192k | 7.7k | 24.86 |
| 2021-06-30 | $29k | 1.2k | 24.83 |
| 2021-03-31 | $135k | 5.8k | 23.39 |
| 2020-12-31 | $245k | 10k | 24.20 |
| 2020-09-30 | $250k | 12k | 21.72 |
| 2020-06-30 | $158k | 5.8k | 27.34 |
| 2020-03-31 | $129k | 6.3k | 20.38 |
| 2019-12-31 | $424k | 15k | 29.04 |
| 2019-09-30 | $248k | 9.5k | 26.05 |