Robertson Stephens Wealth Management, LLC Focus Financial Partners Inc. Transaction History

Robertson Stephens Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 10, 2021	SELL	$32.93 - $46.17 $2.92 Million - $4.1 Million	-88,787 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	$30.42 - $39.94 $25.3 Million - $33.2 Million	-832,213 Reduced 90.36%	88,787 $2.91 Million
Q1 2020 May 01, 2020	SELL	$13.88 - $34.04 $1.37 Million - $3.37 Million	-99,000 Reduced 9.71%	921,000 $21.2 Million
Q3 2019 Nov 14, 2019	BUY	$19.58 - $29.82 $20 Million - $30.4 Million	1,020,000 New	1,020,000 $24.3 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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