Peak shares owned by Assetmark
Historical chart of Assetmark investment in Peak
Tip: Access up to 7 years of quarterly data
All positions including Peak held by Assetmark consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Peak by Assetmark
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 399k | 19.15 |
| 2025-06-30 | $80k | 4.5k | 17.51 |
| 2025-03-31 | $68k | 3.3k | 20.22 |
| 2024-12-31 | $60k | 3.0k | 20.27 |
| 2024-09-30 | $13k | 559 | 22.87 |
| 2024-06-30 | $7.7k | 392 | 19.60 |
| 2024-03-31 | $11k | 610 | 18.75 |
| 2023-12-31 | $11k | 556 | 19.80 |
| 2023-09-30 | $11k | 582 | 18.36 |
| 2023-06-30 | $12k | 571 | 20.10 |
| 2023-03-31 | $13k | 571 | 21.97 |
| 2022-12-31 | $15k | 596 | 25.07 |
| 2022-09-30 | $14k | 596 | 23.49 |
| 2022-06-30 | $14k | 557 | 25.13 |
| 2022-03-31 | $20k | 585 | 34.19 |
| 2021-12-31 | $20k | 557 | 35.91 |
| 2021-09-30 | $19k | 557 | 34.11 |
| 2021-06-30 | $21k | 626 | 33.55 |
| 2021-03-31 | $210k | 6.6k | 31.76 |
| 2020-12-31 | $209k | 6.9k | 30.21 |
| 2020-09-30 | $246k | 9.1k | 27.18 |
| 2020-06-30 | $25M | 910k | 27.56 |
| 2020-03-31 | $22M | 901k | 23.85 |
| 2019-12-31 | $33M | 969k | 34.47 |