Assetmark, Inc Morningstar, Inc. Transaction History

Assetmark, Inc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	$216.45 - $252.61 $1,731 - $2,020	-8 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$163.19 - $231.57 $1,305 - $1,852	8 New	8 $2,000
Q3 2020 Nov 13, 2020	SELL	$146.02 - $169.56 $720,462 - $836,609	-4,934 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$110.6 - $155.96 $450,142 - $634,757	4,070 Added 471.06%	4,934 $696,000
Q1 2020 May 12, 2020	BUY	$107.02 - $165.72 $92,465 - $143,182	864 New	864 $100,000
Q1 2019 May 14, 2019	SELL	$107.77 - $127.22 $66,170 - $78,113	-614 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$105.5 - $130.7 $64,777 - $80,249	614 New	614 $67,000

429

25.7M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $14.5B
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...

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