Coastal Bridge Advisors, LLC Focus Financial Partners Inc. Transaction History

Coastal Bridge Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$41.36 - $54.7 $206,800 - $273,500	-5,000 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$32.93 - $46.17 $131,720 - $184,680	-4,000 Reduced 44.44%	5,000 $218,000
Q3 2020 Nov 13, 2020	SELL	$30.42 - $39.94 $3,042 - $3,994	-100 Reduced 1.1%	9,000 $295,000
Q4 2019 Feb 13, 2020	SELL	$21.28 - $30.22 $1,574 - $2,236	-74 Reduced 0.81%	9,100 $268,000
Q2 2019 Aug 13, 2019	SELL	$26.9 - $38.75 $2.62 Million - $3.77 Million	-97,398 Reduced 91.39%	9,174 $251,000
Q2 2019 Aug 07, 2019	BUY	$26.9 - $38.75 $2.62 Million - $3.77 Million	97,398 Added 1061.67%	106,572 $251,000
Q1 2019 May 08, 2019	BUY	$24.78 - $39.15 $227,331 - $359,162	9,174 New	9,174 $327,000

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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