Fiduciary Group LLC Focus Financial Partners Inc. Transaction History

Fiduciary Group LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 27, 2023	SELL	$51.84 - $52.53 $1.04 Million - $1.06 Million	-20,100 Reduced 24.91%	60,600 $3.18 Million
Q1 2023 May 15, 2023	SELL	$37.77 - $51.93 $853,602 - $1.17 Million	-22,600 Reduced 21.88%	80,700 $4.19 Million
Q4 2022 Feb 07, 2023	SELL	$30.65 - $39.97 $361,670 - $471,646	-11,800 Reduced 10.25%	103,300 $3.85 Million
Q3 2022 Nov 14, 2022	SELL	$31.51 - $44.25 $248,929 - $349,575	-7,900 Reduced 6.42%	115,100 $4.55 Million
Q2 2022 Aug 12, 2022	SELL	$31.44 - $46.02 $251,520 - $368,160	-8,000 Reduced 6.11%	123,000 $4.19 Million
Q1 2022 May 13, 2022	SELL	$43.07 - $61.16 $674,045 - $957,154	-15,650 Reduced 10.67%	131,000 $4.48 Million
Q4 2021 Feb 14, 2022	BUY	$52.65 - $68.21 $918,742 - $1.19 Million	17,450 Added 13.51%	146,650 $8.76 Million
Q3 2021 Oct 27, 2021	BUY	$48.09 - $53.55 $531,394 - $591,727	11,050 Added 9.35%	129,200 $8.07 Million
Q2 2021 Aug 05, 2021	SELL	$42.34 - $54.45 $971,703 - $1.25 Million	-22,950 Reduced 16.27%	118,150 $6.1 Million
Q1 2021 May 03, 2021	BUY	$41.36 - $54.7 $5.84 Million - $7.72 Million	141,100 New	141,100 $6.64 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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