Assetmark, Inc Focus Financial Partners Inc. Transaction History

Assetmark, Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$51.84 - $52.53 $34,784 - $35,247	671 Added 35.54%	2,559 $134,000
Q1 2023 May 05, 2023	SELL	$37.77 - $51.93 $22,359 - $30,742	-592 Reduced 23.87%	1,888 $97,000
Q4 2022 Feb 10, 2023	BUY	$30.65 - $39.97 $17,470 - $22,782	570 Added 29.84%	2,480 $92,000
Q3 2022 Nov 01, 2022	BUY	$31.51 - $44.25 $19,567 - $27,479	621 Added 48.18%	1,910 $60,000
Q2 2022 Aug 03, 2022	BUY	$31.44 - $46.02 $22,196 - $32,490	706 Added 121.1%	1,289 $44,000
Q1 2022 May 13, 2022	BUY	$43.07 - $61.16 $25,109 - $35,656	583 New	583 $27,000

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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