Fortem Financial Group, LLC Focus Financial Partners Inc. Transaction History

Fortem Financial Group, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 27, 2022	SELL	$43.07 - $61.16 $178,740 - $253,814	-4,150 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	$42.34 - $54.45 $175,711 - $225,967	4,150 New	4,150 $201,000
Q1 2021 Apr 20, 2021	SELL	$41.36 - $54.7 $165,646 - $219,073	-4,005 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$32.93 - $46.17 $131,884 - $184,910	4,005 New	4,005 $174,000
Q1 2020 Apr 23, 2020	SELL	$13.88 - $34.04 $134,705 - $330,358	-9,705 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$21.28 - $30.22 $10,746 - $15,261	505 Added 5.49%	9,705 $286,000
Q3 2019 Nov 12, 2019	SELL	$19.58 - $29.82 $133,790 - $203,760	-6,833 Reduced 42.62%	9,200 $219,000
Q1 2019 May 13, 2019	BUY	$24.78 - $39.15 $397,297 - $627,691	16,033 New	16,033 $571,000

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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