Capital World Investors Focus Financial Partners Inc. Transaction History

Capital World Investors

$625 Billion
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$37.77 - $51.93 $24.2 Million - $33.3 Million	641,100 Added 11.76%	6,092,402 $316 Million
Q4 2022 Feb 14, 2023	BUY	$30.65 - $39.97 $34,297 - $44,726	1,119 Added 0.02%	5,451,302 $203 Million
Q3 2022 Nov 14, 2022	BUY	$31.51 - $44.25 $2,079 - $2,920	66 Added 0.0%	5,450,183 $172 Million
Q2 2022 Aug 15, 2022	SELL	$31.44 - $46.02 $1.07 Million - $1.57 Million	-34,086 Reduced 0.62%	5,450,117 $186 Million
Q1 2022 May 16, 2022	BUY	$43.07 - $61.16 $631,578 - $896,850	14,664 Added 0.27%	5,484,203 $251 Million
Q4 2021 Feb 14, 2022	BUY	$52.65 - $68.21 $76.5 Million - $99.2 Million	1,453,859 Added 36.2%	5,469,539 $327 Million
Q2 2021 Aug 16, 2021	BUY	$42.34 - $54.45 $62.1 Million - $79.9 Million	1,466,678 Added 57.54%	4,015,680 $195 Million
Q1 2021 May 14, 2021	BUY	$41.36 - $54.7 $6.34 Million - $8.39 Million	153,402 Added 6.4%	2,549,002 $106 Million
Q3 2020 Nov 13, 2020	BUY	$30.42 - $39.94 $453,258 - $595,106	14,900 Added 0.63%	2,395,600 $78.6 Million
Q2 2020 Aug 14, 2020	BUY	$18.66 - $33.05 $492,624 - $872,519	26,400 Added 1.12%	2,380,700 $78.7 Million
Q4 2019 Feb 18, 2020	BUY	$21.28 - $30.22 $4.64 Million - $6.59 Million	218,231 Added 10.22%	2,354,300 $69.4 Million
Q3 2019 Nov 14, 2019	BUY	$19.58 - $29.82 $19 Million - $29 Million	972,369 Added 83.56%	2,136,069 $50.8 Million
Q2 2019 Aug 14, 2019	BUY	$26.9 - $38.75 $4.79 Million - $6.9 Million	178,000 Added 18.06%	1,163,700 $31.8 Million
Q1 2019 May 15, 2019	BUY	$24.78 - $39.15 $6.58 Million - $10.4 Million	265,700 Added 36.9%	985,700 $35.1 Million
Q4 2018 Feb 14, 2019	BUY	$23.25 - $47.44 $16.7 Million - $34.2 Million	720,000 New	720,000 $19 Million

Others Institutions Holding FOCS

# of Institutions

Shares Held

78.5K

Call Options Held

Put Options Held

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About Focus Financial Partners Inc.

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...

More about FOCS

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