Ubs Asset Management Americas Inc Focus Financial Partners Inc. Transaction History

Ubs Asset Management Americas Inc

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$37.77 - $51.93 $12,388 - $17,033	-328 Reduced 0.56%	58,514 $3.04 Million
Q4 2022 Feb 14, 2023	BUY	$30.65 - $39.97 $344,597 - $449,382	11,243 Added 23.62%	58,842 $2.19 Million
Q3 2022 Nov 14, 2022	SELL	$31.51 - $44.25 $462,062 - $648,882	-14,664 Reduced 23.55%	47,599 $1.5 Million
Q2 2022 Aug 12, 2022	BUY	$31.44 - $46.02 $89,258 - $130,650	2,839 Added 4.78%	62,263 $2.12 Million
Q1 2022 May 16, 2022	BUY	$43.07 - $61.16 $178,998 - $254,180	4,156 Added 7.52%	59,424 $2.72 Million
Q4 2021 Feb 14, 2022	BUY	$52.65 - $68.21 $6,686 - $8,662	127 Added 0.23%	55,268 $3.3 Million
Q3 2021 Nov 15, 2021	BUY	$48.09 - $53.55 $369,523 - $411,478	7,684 Added 16.19%	55,141 $2.89 Million
Q2 2021 Aug 16, 2021	BUY	$42.34 - $54.45 $722,151 - $928,699	17,056 Added 56.1%	47,457 $2.3 Million
Q1 2021 May 14, 2021	BUY	$41.36 - $54.7 $355,737 - $470,474	8,601 Added 39.45%	30,401 $1.27 Million
Q3 2020 Nov 13, 2020	BUY	$30.42 - $39.94 $139,932 - $183,724	4,600 Added 26.74%	21,800 $714,000
Q2 2020 Aug 14, 2020	BUY	$18.66 - $33.05 $154,878 - $274,315	8,300 Added 93.26%	17,200 $568,000
Q1 2020 May 15, 2020	SELL	$13.88 - $34.04 $94,370 - $231,437	-6,799 Reduced 43.31%	8,900 $204,000
Q4 2019 Feb 14, 2020	BUY	$21.28 - $30.22 $334,074 - $474,423	15,699 New	15,699 $462,000

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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