Edge Capital Group, LLC Focus Financial Partners Inc. Transaction History

Edge Capital Group, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$51.84 - $52.53 $155,520 - $157,590	-3,000 Reduced 41.18%	4,285 $225,000
Q3 2022 Nov 09, 2022	SELL	$31.51 - $44.25 $432,222 - $606,977	-13,717 Reduced 65.31%	7,285 $230,000
Q2 2022 Aug 08, 2022	BUY	$31.44 - $46.02 $660,302 - $966,512	21,002 New	21,002 $1.05 Million
Q4 2020 Feb 16, 2021	SELL	$32.93 - $46.17 $229,225 - $321,389	-6,961 Closed	0 $0
Q3 2020 Nov 09, 2020	SELL	$30.42 - $39.94 $71,152 - $93,419	-2,339 Reduced 25.15%	6,961 $228,000
Q2 2020 Aug 11, 2020	BUY	$18.66 - $33.05 $173,538 - $307,365	9,300 New	9,300 $307,000
Q1 2020 May 08, 2020	SELL	$13.88 - $34.04 $145,740 - $357,420	-10,500 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$19.58 - $29.82 $43,075 - $65,604	2,200 Added 26.51%	10,500 $250,000
Q2 2019 Jul 25, 2019	BUY	$26.9 - $38.75 $53,800 - $77,500	2,000 Added 31.75%	8,300 $227,000
Q1 2019 May 14, 2019	BUY	$24.78 - $39.15 $156,114 - $246,645	6,300 New	6,300 $225,000

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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