Covestor LTD Focus Financial Partners Inc. Transaction History

Covestor LTD

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$51.84 - $52.53 $91,342 - $92,557	1,762 Added 35240.0%	1,767 $93,000
Q4 2022 Feb 13, 2023	SELL	$30.65 - $39.97 $30 - $39	-1 Reduced 16.67%	5 $0
Q3 2022 Nov 14, 2022	SELL	$31.51 - $44.25 $31 - $44	-1 Reduced 14.29%	6 $0
Q2 2022 Aug 10, 2022	SELL	$31.44 - $46.02 $62 - $92	-2 Reduced 22.22%	7 $0
Q1 2022 May 13, 2022	SELL	$43.07 - $61.16 $86 - $122	-2 Reduced 18.18%	9 $0
Q4 2021 Feb 10, 2022	BUY	$52.65 - $68.21 $579 - $750	11 New	11 $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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