Credit Suisse Ag Focus Financial Partners Inc. Transaction History

Credit Suisse Ag

$101 Billion
Q1 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$51.84 - $52.53 $5.74 Million - $5.81 Million	-110,679 Reduced 50.86%	106,946 $5.62 Million
Q1 2023 May 10, 2023	BUY	$37.77 - $51.93 $6.4 Million - $8.8 Million	169,441 Added 351.65%	217,625 $11.3 Million
Q4 2022 Feb 13, 2023	SELL	$30.65 - $39.97 $65,744 - $85,735	-2,145 Reduced 4.26%	48,184 $1.8 Million
Q3 2022 Nov 10, 2022	BUY	$31.51 - $44.25 $108,835 - $152,839	3,454 Added 7.37%	50,329 $1.59 Million
Q2 2022 Aug 12, 2022	BUY	$31.44 - $46.02 $12,135 - $17,763	386 Added 0.83%	46,875 $1.6 Million
Q1 2022 May 16, 2022	BUY	$43.07 - $61.16 $287,276 - $407,937	6,670 Added 16.75%	46,489 $2.13 Million
Q4 2021 Feb 14, 2022	BUY	$52.65 - $68.21 $174,903 - $226,593	3,322 Added 9.1%	39,819 $2.38 Million
Q3 2021 Nov 12, 2021	BUY	$48.09 - $53.55 $197,265 - $219,662	4,102 Added 12.66%	36,497 $1.91 Million
Q2 2021 Aug 16, 2021	BUY	$42.34 - $54.45 $460,828 - $592,633	10,884 Added 50.6%	32,395 $1.57 Million
Q1 2021 May 14, 2021	SELL	$41.36 - $54.7 $388,990 - $514,453	-9,405 Reduced 30.42%	21,511 $895,000
Q4 2020 Feb 12, 2021	BUY	$32.93 - $46.17 $453,874 - $636,361	13,783 Added 80.45%	30,916 $1.35 Million
Q3 2020 Nov 13, 2020	SELL	$30.42 - $39.94 $80,217 - $105,321	-2,637 Reduced 13.34%	17,133 $562,000
Q2 2020 Aug 12, 2020	BUY	$18.66 - $33.05 $86,601 - $153,385	4,641 Added 30.68%	19,770 $654,000
Q1 2020 May 13, 2020	SELL	$13.88 - $34.04 $757,140 - $1.86 Million	-54,549 Reduced 78.29%	15,129 $348,000
Q4 2019 Feb 12, 2020	SELL	$21.28 - $30.22 $786,019 - $1.12 Million	-36,937 Reduced 34.65%	69,678 $2.05 Million
Q3 2019 Nov 12, 2019	BUY	$19.58 - $29.82 $1.87 Million - $2.85 Million	95,655 Added 872.76%	106,615 $2.54 Million
Q2 2019 Aug 14, 2019	BUY	$26.9 - $38.75 $294,824 - $424,700	10,960 New	10,960 $299,000

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...

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