Geode Capital Management, LLC Focus Financial Partners Inc. Transaction History

Geode Capital Management, LLC

$1.21 Trillion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$51.84 - $52.53 $2.26 Million - $2.29 Million	43,672 Added 3.89%	1,167,610 $61.3 Million
Q1 2023 May 15, 2023	BUY	$37.77 - $51.93 $1.44 Million - $1.98 Million	38,214 Added 3.52%	1,123,938 $58.3 Million
Q4 2022 Feb 13, 2023	BUY	$30.65 - $39.97 $1.35 Million - $1.76 Million	43,936 Added 4.22%	1,085,724 $40.5 Million
Q3 2022 Nov 14, 2022	BUY	$31.51 - $44.25 $985,191 - $1.38 Million	31,266 Added 3.09%	1,041,788 $32.8 Million
Q2 2022 Aug 12, 2022	SELL	$31.44 - $46.02 $1.1 Million - $1.61 Million	-35,037 Reduced 3.35%	1,010,522 $34.4 Million
Q1 2022 May 13, 2022	SELL	$43.07 - $61.16 $1.16 Million - $1.65 Million	-26,992 Reduced 2.52%	1,045,559 $47.8 Million
Q4 2021 Feb 11, 2022	BUY	$52.65 - $68.21 $494,014 - $640,014	9,383 Added 0.88%	1,072,551 $64.1 Million
Q3 2021 Nov 12, 2021	BUY	$48.09 - $53.55 $8.95 Million - $9.96 Million	186,067 Added 21.21%	1,063,168 $55.7 Million
Q2 2021 Aug 13, 2021	BUY	$42.34 - $54.45 $9.04 Million - $11.6 Million	213,586 Added 32.19%	877,101 $42.5 Million
Q1 2021 May 12, 2021	BUY	$41.36 - $54.7 $5.85 Million - $7.73 Million	141,366 Added 27.07%	663,515 $27.6 Million
Q4 2020 Feb 12, 2021	BUY	$32.93 - $46.17 $1.21 Million - $1.7 Million	36,725 Added 7.57%	522,149 $22.7 Million
Q3 2020 Nov 13, 2020	BUY	$30.42 - $39.94 $509,169 - $668,515	16,738 Added 3.57%	485,424 $15.9 Million
Q2 2020 Aug 13, 2020	BUY	$18.66 - $33.05 $362,619 - $642,260	19,433 Added 4.33%	468,686 $15.5 Million
Q1 2020 May 14, 2020	BUY	$13.88 - $34.04 $479,887 - $1.18 Million	34,574 Added 8.34%	449,253 $10.3 Million
Q4 2019 Feb 13, 2020	BUY	$21.28 - $30.22 $446,603 - $634,227	20,987 Added 5.33%	414,679 $12.2 Million
Q3 2019 Nov 12, 2019	BUY	$19.58 - $29.82 $1.21 Million - $1.84 Million	61,642 Added 18.56%	393,692 $9.37 Million
Q2 2019 Aug 14, 2019	BUY	$26.9 - $38.75 $949,785 - $1.37 Million	35,308 Added 11.9%	332,050 $9.07 Million
Q1 2019 May 14, 2019	BUY	$24.78 - $39.15 $1.86 Million - $2.94 Million	75,066 Added 33.86%	296,742 $10.6 Million
Q4 2018 Feb 13, 2019	SELL	$23.25 - $47.44 $188,976 - $385,592	-8,128 Reduced 3.54%	221,676 $5.84 Million
Q3 2018 Nov 13, 2018	BUY	$36.95 - $48.4 $8.49 Million - $11.1 Million	229,804 New	229,804 $10.9 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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