Fairview Capital Investment Management, LLC Focus Financial Partners Inc. Transaction History

Fairview Capital Investment Management, LLC

$1.67 Billion
Q3 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 16, 2021	SELL	$42.34 - $54.45 $106 Million - $136 Million	-2,500,898 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$41.36 - $54.7 $13.1 Million - $17.3 Million	315,600 Added 14.44%	2,500,898 $104 Million
Q3 2020 Nov 16, 2020	SELL	$30.42 - $39.94 $5.19 Million - $6.82 Million	-170,700 Reduced 7.25%	2,185,298 $71.7 Million
Q2 2020 Aug 14, 2020	BUY	$18.66 - $33.05 $257,508 - $456,089	13,800 Added 0.59%	2,355,998 $77.9 Million
Q1 2020 May 13, 2020	BUY	$13.88 - $34.04 $6.36 Million - $15.6 Million	458,104 Added 24.31%	2,342,198 $53.9 Million
Q4 2019 Feb 12, 2020	BUY	$21.28 - $30.22 $445,816 - $633,109	20,950 Added 1.12%	1,884,094 $55.5 Million
Q3 2019 Nov 14, 2019	BUY	$19.58 - $29.82 $407,263 - $620,256	20,800 Added 1.13%	1,863,144 $44.3 Million
Q2 2019 Aug 14, 2019	BUY	$26.9 - $38.75 $2.28 Million - $3.28 Million	84,575 Added 4.81%	1,842,344 $50.3 Million
Q1 2019 May 14, 2019	BUY	$24.78 - $39.15 $408,870 - $645,975	16,500 Added 0.95%	1,757,769 $62.6 Million
Q4 2018 Feb 12, 2019	BUY	$23.25 - $47.44 $2.65 Million - $5.4 Million	113,897 Added 7.0%	1,741,269 $45.8 Million
Q3 2018 Nov 09, 2018	BUY	$36.95 - $48.4 $60.1 Million - $78.8 Million	1,627,372 New	1,627,372 $77.2 Million

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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