Van Hulzen Asset Management, LLC Focus Financial Partners Inc. Transaction History

Van Hulzen Asset Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$30.65 - $39.97 $9,808 - $12,790	320 Added 4.4%	7,597 $283,000
Q3 2022 Nov 08, 2022	BUY	$31.51 - $44.25 $11,564 - $16,239	367 Added 5.31%	7,277 $229,000
Q2 2022 Aug 04, 2022	BUY	$31.44 - $46.02 $6,130 - $8,973	195 Added 2.9%	6,910 $235,000
Q1 2022 May 20, 2022	SELL	$43.07 - $61.16 $122,189 - $173,510	-2,837 Reduced 29.7%	6,715 $307,000
Q4 2021 Feb 04, 2022	BUY	$52.65 - $68.21 $92,769 - $120,186	1,762 Added 22.62%	9,552 $570,000
Q3 2021 Nov 12, 2021	BUY	$48.09 - $53.55 $1,250 - $1,392	26 Added 0.33%	7,790 $408,000
Q2 2021 Aug 06, 2021	BUY	$42.34 - $54.45 $4,191 - $5,390	99 Added 1.29%	7,764 $377,000
Q1 2021 May 12, 2021	BUY	$41.36 - $54.7 $10,753 - $14,222	260 Added 3.51%	7,665 $319,000
Q4 2020 Feb 16, 2021	BUY	$32.93 - $46.17 $243,846 - $341,888	7,405 New	7,405 $322,000

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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