Bank Of Montreal Focus Financial Partners Inc. Transaction History

Bank Of Montreal

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 02, 2023	SELL	$51.84 - $52.53 $1.85 Million - $1.87 Million	-35,596 Reduced 89.09%	4,359 $228,000
Q1 2023 Jun 13, 2024	BUY	$37.77 - $51.93 $586,379 - $806,213	15,525 New	15,525 $805,000
Q4 2022 Feb 01, 2023	SELL	$30.65 - $39.97 $178,750 - $233,105	-5,832 Reduced 12.74%	39,955 $1.49 Million
Q3 2022 Nov 10, 2022	BUY	$31.51 - $44.25 $153,012 - $214,878	4,856 Added 11.86%	45,787 $1.75 Million
Q2 2022 Aug 11, 2022	BUY	$31.44 - $46.02 $44,707 - $65,440	1,422 Added 3.6%	40,931 $1.52 Million
Q1 2022 May 12, 2022	BUY	$43.07 - $61.16 $794,038 - $1.13 Million	18,436 Added 87.49%	39,509 $1.89 Million
Q4 2021 Feb 11, 2022	SELL	$52.65 - $68.21 $19.5 Million - $25.3 Million	-370,468 Reduced 94.62%	21,073 $1.27 Million
Q3 2021 Nov 12, 2021	BUY	$48.09 - $53.55 $17.9 Million - $19.9 Million	371,198 Added 1824.7%	391,541 $20.7 Million
Q2 2021 Aug 12, 2021	BUY	$42.34 - $54.45 $861,322 - $1.11 Million	20,343 New	20,343 $1.02 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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