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Assetmark Financial Hldg shares owned by West Tower Group

Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by West Tower Group from 13F filings

Historical chart of West Tower Group investment in Assetmark Financial Hldg

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All positions including Assetmark Financial Hldg held by West Tower Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assetmark Financial Hldg by West Tower Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3k 212 29.95
2023-09-30 $60k 2.4k 25.08
2023-06-30 $62k 2.1k 29.66

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Top funds holding Assetmark Financial Hldg

Jpmorgan Chase & Co
Vanguard Group
Jennison Associates
Dimensional Fund Advisors
Henderson Group
HPM Partners
Millennium Management
William Blair $ Company
PRIMECAP Management Company
Stony Point Wealth Management
Charles Schwab Investment Management
Two Sigma Advisers
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Assetmark Financial Hldg