INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – Focus Financial Partners Inc. Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$174,000
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC quarter portfolio value change:
-7.49%
quarter
Focus Financial Partners Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -14K | $31.51 | 5.51K | |
| Q2 2022 | share | 0.00% | 0 shares | -64K | $34.06 | 5.51K | |
| Q1 2022 | share | 0.00% | 0 shares | -77K | $45.74 | 5.51K | |
| Q4 2021 | share | Decrease | -14.70% | -950 shares | -10K | $59.92 | 5.51K |
| Q3 2021 | share | 0.00% | 0 shares | 25K | $52.37 | 6.46K | |
| Q2 2021 | share | Decrease | -79.73% | -25.42K shares | -1.01M | $48.5 | 6.46K |
| Q1 2021 | share | Increase | +302.21% | 23.95K shares | 982K | $41.62 | 31.88K |
| Q4 2020 | share | 0.00% | 0 shares | 85K | $43.5 | 7.92K | |
| Q3 2020 | share | Decrease | -1.25% | -100 shares | -5K | $32.79 | 7.92K |
| Q2 2020 | share | 0.00% | 0 shares | 80K | $33.05 | 8.02K | |
| Q1 2020 | share | Increase | +0.77% | 61 shares | -50K | $23.01 | 8.02K |
| Q4 2019 | share | Increase | +10.35% | 747 shares | 63K | $29.47 | 7.96K |
| Q3 2019 | share | Decrease | -5.25% | -400 shares | -36K | $23.8 | 7.22K |
| Q2 2019 | share | Decrease | -63.18% | -13.07K shares | -530K | $27.31 | 7.62K |
| Q1 2019 | share | Increase | +5812.57% | 20.34K shares | 729K | $35.64 | 20.69K |
| Q4 2018 | share | Increase | 0.00% | 350 shares | 9K | $26.33 | 350 |