Moody Aldrich Partners LLC Focus Financial Partners Inc. Transaction History

Moody Aldrich Partners LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 23, 2023	SELL	$30.65 - $39.97 $2.1 Million - $2.74 Million	-68,458 Reduced 30.07%	159,213 $0
Q3 2022 Oct 18, 2022	SELL	$31.51 - $44.25 $7.81 Million - $11 Million	-247,903 Reduced 52.13%	227,671 $7.17 Million
Q2 2022 Jul 18, 2022	SELL	$31.44 - $46.02 $2.14 Million - $3.13 Million	-68,051 Reduced 12.52%	475,574 $16.2 Million
Q1 2022 May 10, 2022	BUY	$43.07 - $61.16 $7.8 Million - $11.1 Million	181,168 Added 49.98%	543,625 $24.9 Million
Q4 2021 Feb 02, 2022	SELL	$52.65 - $68.21 $4.71 Million - $6.1 Million	-89,414 Reduced 19.79%	362,457 $21.6 Million
Q3 2021 Oct 29, 2021	BUY	$48.09 - $53.55 $3.03 Million - $3.37 Million	62,982 Added 16.2%	451,871 $23.7 Million
Q2 2021 Aug 04, 2021	BUY	$42.34 - $54.45 $1.25 Million - $1.6 Million	29,437 Added 8.19%	388,889 $18.9 Million
Q1 2021 May 10, 2021	BUY	$41.36 - $54.7 $1.37 Million - $1.81 Million	33,131 Added 10.15%	359,452 $15 Million
Q4 2020 Feb 16, 2021	BUY	$32.93 - $46.17 $2.01 Million - $2.82 Million	61,165 Added 23.07%	326,321 $14.2 Million
Q3 2020 Nov 12, 2020	BUY	$30.42 - $39.94 $8.07 Million - $10.6 Million	265,156 New	265,156 $8.69 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...

Get notified when there are updates to the investment portfolio of Moody Aldrich Partners LLC, based on Form 13F filings with the SEC.

Stay updated on Moody Aldrich Partners LLC with notifications on news.