Cim, LLC Focus Financial Partners Inc. Transaction History

Cim, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 17, 2024	BUY	$37.77 - $51.93 $167,132 - $229,790	4,425 New	4,425 $229,000
Q4 2022 Feb 10, 2023	SELL	$30.65 - $39.97 $5,394 - $7,034	-176 Reduced 3.07%	5,563 $207,000
Q3 2022 Nov 02, 2022	BUY	$31.51 - $44.25 $180,835 - $253,950	5,739 New	5,739 $201,000
Q2 2022 Jul 11, 2022	SELL	$31.44 - $46.02 $160,218 - $234,517	-5,096 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$43.07 - $61.16 $6,805 - $9,663	158 Added 3.2%	5,096 $218,000
Q4 2021 Jan 26, 2022	BUY	$52.65 - $68.21 $17,269 - $22,372	328 Added 7.11%	4,938 $237,000
Q3 2021 Nov 08, 2021	BUY	$48.09 - $53.55 $13,320 - $14,833	277 Added 6.39%	4,610 $307,000
Q2 2021 Aug 09, 2021	BUY	$42.34 - $54.45 $183,459 - $235,931	4,333 New	4,333 $219,000

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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