Jim Simons Focus Financial Partners Inc. Transaction History

Renaissance Technologies LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$51.84 - $52.53 $1.88 Million - $1.9 Million	-36,200 Reduced 67.92%	17,100 $898,000
Q1 2023 May 12, 2023	SELL	$37.77 - $51.93 $260,613 - $358,317	-6,900 Reduced 11.46%	53,300 $2.77 Million
Q4 2022 Feb 13, 2023	SELL	$30.65 - $39.97 $1.18 Million - $1.54 Million	-38,600 Reduced 39.07%	60,200 $2.24 Million
Q3 2022 Nov 14, 2022	SELL	$31.51 - $44.25 $220,570 - $309,750	-7,000 Reduced 6.62%	98,800 $3.11 Million
Q2 2022 Aug 12, 2022	SELL	$31.44 - $46.02 $487,320 - $713,310	-15,500 Reduced 12.78%	105,800 $3.6 Million
Q1 2022 May 13, 2022	BUY	$43.07 - $61.16 $90,447 - $128,436	2,100 Added 1.76%	121,300 $5.55 Million
Q4 2021 Feb 11, 2022	BUY	$52.65 - $68.21 $163,215 - $211,450	3,100 Added 2.67%	119,200 $7.12 Million
Q3 2021 Nov 12, 2021	SELL	$48.09 - $53.55 $490,518 - $546,210	-10,200 Reduced 8.08%	116,100 $6.08 Million
Q2 2021 Aug 13, 2021	BUY	$42.34 - $54.45 $3.78 Million - $4.86 Million	89,300 Added 241.35%	126,300 $6.13 Million
Q1 2021 May 13, 2021	BUY	$41.36 - $54.7 $1.53 Million - $2.02 Million	37,000 New	37,000 $1.54 Million
Q1 2020 May 14, 2020	SELL	$13.88 - $34.04 $716,221 - $1.76 Million	-51,601 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$21.28 - $30.22 $936,298 - $1.33 Million	-43,999 Reduced 46.02%	51,601 $1.52 Million
Q3 2019 Nov 13, 2019	BUY	$19.58 - $29.82 $1.1 Million - $1.68 Million	56,400 Added 143.88%	95,600 $2.28 Million
Q2 2019 Aug 12, 2019	BUY	$26.9 - $38.75 $1.05 Million - $1.52 Million	39,200 New	39,200 $1.07 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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