Summit Global Investments Asset Mark Financial Holdings, Inc. Transaction History

Summit Global Investments

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 18, 2023	SELL	$26.31 - $32.93 $1.09 Million - $1.36 Million	-41,445 Reduced 83.15%	8,400 $249,000
Q1 2023 May 04, 2023	BUY	$23.11 - $31.75 $65,586 - $90,106	2,838 Added 6.04%	49,845 $1.57 Million
Q4 2022 Jan 31, 2023	SELL	$17.25 - $24.86 $34,379 - $49,545	-1,993 Reduced 4.07%	47,007 $1.08 Million
Q3 2022 Nov 14, 2022	SELL	$17.16 - $21.74 $4,084 - $5,174	-238 Reduced 0.48%	49,000 $896,000
Q2 2022 Aug 23, 2022	BUY	$18.07 - $23.0 $405,454 - $516,074	22,438 Added 83.72%	49,238 $924,000
Q1 2022 Apr 29, 2022	BUY	$20.9 - $26.67 $560,120 - $714,756	26,800 New	26,800 $596,000

2.26M

Ticker AMK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 73,844,800
Market Cap $2.6B
Description
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platfo...

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