Bell Investment Advisors, Inc Focus Financial Partners Inc. Transaction History

Bell Investment Advisors, Inc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	SELL	$37.77 - $51.93 $415 - $571	-11 Reduced 32.35%	23 $1,000
Q4 2022 Feb 08, 2023	BUY	$30.65 - $39.97 $551 - $719	18 Added 112.5%	34 $1,000
Q3 2022 Nov 09, 2022	SELL	$31.51 - $44.25 $850 - $1,194	-27 Reduced 62.79%	16 $1,000
Q2 2022 Aug 12, 2022	BUY	$31.44 - $46.02 $1,037 - $1,518	33 Added 330.0%	43 $1,000
Q3 2021 Nov 12, 2021	BUY	$48.09 - $53.55 $480 - $535	10 New	10 $1,000

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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