Wcm Investment Management, LLC Focus Financial Partners Inc. Transaction History

Wcm Investment Management, LLC

$38.6 Billion
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 14, 2023	BUY	$51.84 - $52.53 $152,305 - $154,333	2,938 Added 0.56%	524,044 $27.5 Million
Q1 2023 May 15, 2023	SELL	$37.77 - $51.93 $19.2 Million - $26.4 Million	-507,787 Reduced 49.35%	521,106 $27 Million
Q4 2022 Feb 06, 2023	BUY	$30.65 - $39.97 $302,913 - $395,023	9,883 Added 0.97%	1,028,893 $38.3 Million
Q3 2022 Oct 18, 2022	BUY	$31.51 - $44.25 $494,896 - $694,990	15,706 Added 1.57%	1,019,010 $32.9 Million
Q2 2022 Aug 09, 2022	SELL	$31.44 - $46.02 $314,242 - $459,969	-9,995 Reduced 0.99%	1,003,304 $35.3 Million
Q1 2022 May 06, 2022	BUY	$43.07 - $61.16 $2.92 Million - $4.15 Million	67,886 Added 7.18%	1,013,299 $46.3 Million
Q4 2021 Jan 26, 2022	SELL	$52.65 - $68.21 $5.3 Million - $6.87 Million	-100,753 Reduced 9.63%	945,413 $56.5 Million
Q3 2021 Nov 02, 2021	BUY	$48.09 - $53.55 $2.55 Million - $2.84 Million	52,992 Added 5.34%	1,046,166 $54.8 Million
Q2 2021 Aug 05, 2021	BUY	$42.34 - $54.45 $2.23 Million - $2.87 Million	52,746 Added 5.61%	993,174 $48.2 Million
Q1 2021 May 13, 2021	BUY	$41.36 - $54.7 $4.06 Million - $5.37 Million	98,221 Added 11.66%	940,428 $39.1 Million
Q4 2020 Feb 16, 2021	SELL	$32.93 - $46.17 $827,695 - $1.16 Million	-25,135 Reduced 2.9%	842,207 $36.6 Million
Q3 2020 Nov 06, 2020	BUY	$30.42 - $39.94 $3.72 Million - $4.89 Million	122,329 Added 16.42%	867,342 $28.4 Million
Q2 2020 Aug 18, 2020	BUY	$18.66 - $33.05 $880,528 - $1.56 Million	47,188 Added 6.76%	745,013 $24.6 Million
Q1 2020 May 08, 2020	BUY	$13.88 - $34.04 $2.75 Million - $6.74 Million	197,884 Added 39.58%	697,825 $16.1 Million
Q4 2019 Feb 07, 2020	BUY	$21.28 - $30.22 $10.6 Million - $15.1 Million	499,941 New	499,941 $14.7 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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