Bartlett & Co. LLC Focus Financial Partners Inc. Transaction History

Bartlett & Co. LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 14, 2023	SELL	$51.84 - $52.53 $952,663 - $965,343	-18,377 Reduced 87.5%	2,625 $138,000
Q4 2022 Jan 04, 2023	SELL	$30.65 - $39.97 $281,980 - $367,724	-9,200 Reduced 30.46%	21,002 $783,000
Q2 2022 Aug 02, 2022	SELL	$31.44 - $46.02 $848,880 - $1.24 Million	-27,000 Reduced 47.2%	30,202 $1.03 Million
Q4 2021 Mar 08, 2022	BUY	$52.65 - $68.21 $78,501 - $101,701	1,491 Added 2.68%	57,202 $3.42 Million
Q3 2021 Oct 15, 2021	BUY	$48.09 - $53.55 $53,331 - $59,386	1,109 Added 2.03%	55,711 $2.92 Million
Q1 2021 Apr 19, 2021	BUY	$41.36 - $54.7 $2.26 Million - $2.99 Million	54,602 New	54,602 $2.27 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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