Asset Advisors Investment Management, LLC Focus Financial Partners Inc. Transaction History

Asset Advisors Investment Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	SELL	$37.77 - $51.93 $37,770 - $51,930	-1,000 Reduced 0.92%	108,000 $5.6 Million
Q4 2022 Feb 14, 2023	SELL	$30.65 - $39.97 $509,740 - $664,741	-16,631 Reduced 13.24%	109,000 $4.06 Million
Q3 2022 Nov 01, 2022	SELL	$31.51 - $44.25 $585,424 - $822,120	-18,579 Reduced 12.88%	125,631 $3.96 Million
Q2 2022 Jul 28, 2022	BUY	$31.44 - $46.02 $314,400 - $460,200	10,000 Added 7.45%	144,210 $4.91 Million
Q4 2021 Jan 27, 2022	BUY	$52.65 - $68.21 $631,800 - $818,519	12,000 Added 9.82%	134,210 $8.02 Million
Q3 2021 Oct 29, 2021	SELL	$48.09 - $53.55 $96,180 - $107,100	-2,000 Reduced 1.61%	122,210 $6.4 Million
Q1 2021 Apr 15, 2021	BUY	$41.36 - $54.7 $685,707 - $906,871	16,579 Added 15.4%	124,210 $5.39 Million
Q4 2020 Jan 21, 2021	BUY	$32.93 - $46.17 $545,946 - $765,452	16,579 Added 18.21%	107,631 $4.68 Million
Q3 2020 Oct 20, 2020	BUY	$30.42 - $39.94 $429,074 - $563,353	14,105 Added 18.33%	91,052 $2.99 Million
Q2 2020 Jul 21, 2020	BUY	$18.66 - $33.05 $1.44 Million - $2.54 Million	76,947 New	76,947 $2.54 Million
Q1 2020 Apr 23, 2020	SELL	$13.88 - $34.04 $97,160 - $238,280	-7,000 Closed	0 $0
Q4 2019 Jan 22, 2020	BUY	$21.28 - $30.22 $148,960 - $211,540	7,000 New	7,000 $208,000
Q3 2019 Oct 23, 2019	SELL	$19.58 - $29.82 $195,799 - $298,200	-10,000 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	$26.9 - $38.75 $269,000 - $387,500	10,000 New	10,000 $273,000

78.5K

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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