Wellington Management Group LLP Focus Financial Partners Inc. Transaction History

Wellington Management Group LLP

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	BUY	$37.77 - $51.93 $1.12 Million - $1.55 Million	29,759 New	29,759 $1.54 Million
Q2 2022 Aug 15, 2022	SELL	$31.44 - $46.02 $422,773 - $618,830	-13,447 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$43.07 - $61.16 $357,524 - $507,689	8,301 Added 161.31%	13,447 $615,000
Q4 2021 Feb 11, 2022	SELL	$52.65 - $68.21 $290,470 - $376,314	-5,517 Reduced 51.74%	5,146 $307,000
Q3 2021 Nov 15, 2021	BUY	$48.09 - $53.55 $512,783 - $571,003	10,663 New	10,663 $558,000
Q2 2021 Aug 16, 2021	SELL	$42.34 - $54.45 $306,668 - $394,381	-7,243 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$41.36 - $54.7 $299,570 - $396,192	7,243 New	7,243 $301,000
Q4 2020 Feb 12, 2021	SELL	$32.93 - $46.17 $841,888 - $1.18 Million	-25,566 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$30.42 - $39.94 $777,717 - $1.02 Million	25,566 New	25,566 $838,000

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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