Ergoteles LLC Focus Financial Partners Inc. Transaction History

Ergoteles LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$51.84 - $52.53 $4.11 Million - $4.17 Million	-79,301 Reduced 48.06%	85,693 $4.5 Million
Q1 2023 May 10, 2023	BUY	$37.77 - $51.93 $6.01 Million - $8.26 Million	158,994 Added 2649.9%	164,994 $8.56 Million
Q4 2022 Feb 14, 2023	SELL	$30.65 - $39.97 $102,738 - $133,979	-3,352 Reduced 35.84%	6,000 $223,000
Q3 2022 Nov 14, 2022	SELL	$31.51 - $44.25 $1.21 Million - $1.7 Million	-38,348 Reduced 80.39%	9,352 $295,000
Q2 2022 Aug 12, 2022	BUY	$31.44 - $46.02 $1.5 Million - $2.2 Million	47,700 New	47,700 $1.63 Million
Q1 2022 May 13, 2022	SELL	$43.07 - $61.16 $219,657 - $311,916	-5,100 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$52.65 - $68.21 $268,515 - $347,870	5,100 New	5,100 $305,000
Q2 2021 Aug 12, 2021	SELL	$42.34 - $54.45 $660,504 - $849,420	-15,600 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$41.36 - $54.7 $645,216 - $853,320	15,600 New	15,600 $649,000

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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