Bordeaux Wealth Advisors LLC Focus Financial Partners Inc. Transaction History

Bordeaux Wealth Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	BUY	$31.44 - $46.02 $386,712 - $566,046	12,300 Added 39.63%	43,339 $1.48 Million
Q1 2022 May 03, 2022	BUY	$43.07 - $61.16 $624,515 - $886,820	14,500 Added 87.67%	31,039 $1.42 Million
Q4 2021 Jan 27, 2022	SELL	$52.65 - $68.21 $3.06 Million - $3.96 Million	-58,061 Reduced 77.83%	16,539 $988,000
Q3 2021 Nov 08, 2021	BUY	$48.09 - $53.55 $2.39 Million - $2.66 Million	49,600 Added 198.4%	74,600 $3.91 Million
Q2 2021 Jul 30, 2021	BUY	$42.34 - $54.45 $1.06 Million - $1.36 Million	25,000 New	25,000 $1.21 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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