Nisa Investment Advisors, LLC Focus Financial Partners Inc. Transaction History

Nisa Investment Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$51.84 - $52.53 $11,923 - $12,081	-230 Reduced 17.6%	1,077 $56,000
Q3 2022 Nov 07, 2022	BUY	$31.51 - $44.25 $1,323 - $1,858	42 Added 3.32%	1,307 $45,000
Q2 2022 Aug 03, 2022	BUY	$31.44 - $46.02 $28,296 - $41,418	900 Added 246.58%	1,265 $43,000
Q1 2022 Apr 29, 2022	SELL	$43.07 - $61.16 $6,891 - $9,785	-160 Reduced 30.48%	365 $17,000
Q2 2021 Aug 06, 2021	SELL	$42.34 - $54.45 $67,744 - $87,120	-1,600 Reduced 75.29%	525 $25,000
Q3 2020 Oct 20, 2020	BUY	$30.42 - $39.94 $5,171 - $6,789	170 Added 8.7%	2,125 $70,000
Q2 2020 Jul 27, 2020	BUY	$18.66 - $33.05 $653 - $1,156	35 Added 1.82%	1,955 $65,000
Q1 2020 Apr 17, 2020	BUY	$13.88 - $34.04 $26,649 - $65,356	1,920 New	1,920 $44,000

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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