Crestwood Advisors Group LLC Focus Financial Partners Inc. Transaction History

Crestwood Advisors Group LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 15, 2023	SELL	$51.84 - $52.53 $5,184 - $5,253	-100 Reduced 0.47%	21,273 $1.12 Million
Q1 2023 May 12, 2023	SELL	$37.77 - $51.93 $2.21 Million - $3.04 Million	-58,540 Reduced 73.25%	21,373 $1.11 Million
Q4 2022 Feb 14, 2023	SELL	$30.65 - $39.97 $2.01 Million - $2.62 Million	-65,535 Reduced 45.06%	79,913 $2.98 Million
Q3 2022 Oct 26, 2022	SELL	$31.51 - $44.25 $245,778 - $345,150	-7,800 Reduced 5.09%	145,448 $4.58 Million
Q2 2022 Jul 07, 2022	SELL	$31.44 - $46.02 $246,583 - $360,934	-7,843 Reduced 4.87%	153,248 $5.22 Million
Q4 2021 Feb 15, 2022	BUY	$52.65 - $68.21 $8.48 Million - $11 Million	161,091 New	161,091 $9.62 Million

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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