Avalon Investment & Advisory Focus Financial Partners Inc. Transaction History

Avalon Investment & Advisory

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$30.65 - $39.97 $27,002 - $35,213	-881 Reduced 0.8%	108,908 $4.06 Million
Q3 2022 Nov 01, 2022	BUY	$31.51 - $44.25 $809,996 - $1.14 Million	25,706 Added 30.57%	109,789 $3.46 Million
Q2 2022 Aug 10, 2022	SELL	$31.44 - $46.02 $87,151 - $127,567	-2,772 Reduced 3.19%	84,083 $2.86 Million
Q1 2022 May 17, 2022	BUY	$43.07 - $61.16 $453,311 - $643,709	10,525 Added 13.79%	86,855 $3.97 Million
Q4 2021 Feb 14, 2022	SELL	$52.65 - $68.21 $633,642 - $820,907	-12,035 Reduced 13.62%	76,330 $4.56 Million
Q3 2021 Nov 08, 2021	BUY	$48.09 - $53.55 $45,637 - $50,818	949 Added 1.09%	88,365 $4.63 Million
Q2 2021 Jul 29, 2021	BUY	$42.34 - $54.45 $324,155 - $416,869	7,656 Added 9.6%	87,416 $4.24 Million
Q1 2021 May 13, 2021	BUY	$41.36 - $54.7 $130,863 - $173,070	3,164 Added 4.13%	79,760 $3.32 Million
Q4 2020 Feb 08, 2021	BUY	$32.93 - $46.17 $2.52 Million - $3.54 Million	76,596 New	76,596 $3.33 Million

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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