Captrust Financial Advisors Focus Financial Partners Inc. Transaction History

Captrust Financial Advisors

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 23, 2022	SELL	$31.44 - $46.02 $3,584 - $5,246	-114 Reduced 6.11%	1,752 $60,000
Q2 2022 Aug 16, 2022	BUY	$31.44 - $46.02 $7,922 - $11,597	252 Added 15.61%	1,866 $64,000
Q1 2022 May 16, 2022	SELL	$43.07 - $61.16 $4,823 - $6,849	-112 Reduced 6.49%	1,614 $74,000
Q4 2021 Feb 14, 2022	SELL	$52.65 - $68.21 $11,740 - $15,210	-223 Reduced 11.44%	1,726 $103,000
Q3 2021 Nov 16, 2021	BUY	$48.09 - $53.55 $86,321 - $96,122	1,795 Added 1165.58%	1,949 $102,000
Q1 2021 May 17, 2021	BUY	$41.36 - $54.7 $2,233 - $2,953	54 Added 54.0%	154 $6,000
Q4 2020 Feb 16, 2021	BUY	$32.93 - $46.17 $3,293 - $4,617	100 New	100 $4,000
Q3 2020 Nov 17, 2020	SELL	$30.42 - $39.94 $3,042 - $3,994	-100 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$18.66 - $33.05 $1,866 - $3,304	100 New	100 $3,000
Q4 2019 Feb 14, 2020	SELL	$21.28 - $30.22 $2,128 - $3,022	-100 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$19.58 - $29.82 $1,957 - $2,982	100 New	100 $2,000

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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