Summit Financial Wealth Advisors, LLC Focus Financial Partners Inc. Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 12, 2023	SELL	$51.84 - $52.53 $492,480 - $499,035	-9,500 Reduced 30.49%	21,658 $1.14 Million
Q1 2023 Apr 10, 2023	SELL	$37.77 - $51.93 $8,687 - $11,943	-230 Reduced 0.73%	31,158 $1.62 Million
Q2 2022 Jul 26, 2022	BUY	$31.44 - $46.02 $7,231 - $10,584	230 Added 0.74%	31,388 $1.19 Million
Q4 2021 Jan 12, 2022	SELL	$52.65 - $68.21 $39,487 - $51,157	-750 Reduced 2.35%	31,158 $1.87 Million
Q3 2021 Nov 05, 2021	SELL	$48.09 - $53.55 $156,292 - $174,037	-3,250 Reduced 9.24%	31,908 $1.67 Million
Q2 2021 Aug 09, 2021	SELL	$42.34 - $54.45 $370,475 - $476,437	-8,750 Reduced 19.93%	35,158 $1.71 Million
Q1 2021 Apr 23, 2021	SELL	$41.36 - $54.7 $190,752 - $252,276	-4,612 Reduced 9.51%	43,908 $1.91 Million
Q4 2020 Jan 11, 2021	BUY	$32.93 - $46.17 $16,465 - $23,085	500 Added 1.04%	48,520 $1.59 Million
Q3 2020 Nov 09, 2020	SELL	$30.42 - $39.94 $114,075 - $149,775	-3,750 Reduced 7.24%	48,020 $1.84 Million
Q2 2020 Jul 16, 2020	SELL	$18.66 - $33.05 $69,937 - $123,871	-3,748 Reduced 6.75%	51,770 $1.81 Million
Q1 2020 Apr 29, 2020	SELL	$13.88 - $34.04 $131,166 - $321,678	-9,450 Reduced 14.55%	55,518 $1.08 Million
Q4 2019 Jan 28, 2020	SELL	$21.28 - $30.22 $228,121 - $323,958	-10,720 Reduced 14.16%	64,968 $1.81 Million
Q3 2019 Nov 05, 2019	BUY	$19.58 - $29.82 $82,784 - $126,078	4,228 Added 5.92%	75,688 $1.72 Million
Q2 2019 Jul 16, 2019	SELL	$26.9 - $38.75 $286,485 - $412,687	-10,650 Reduced 12.97%	71,460 $1.95 Million
Q1 2019 May 01, 2019	BUY	$24.78 - $39.15 $2.03 Million - $3.21 Million	82,110 New	82,110 $2.94 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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