AAM
FOCS

Advisors Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Advisors Asset Management’s Portfolio FOCS Stock Details FOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19,230
Closed -$1.01M – 1469
2023
Q2 		$1.01M Buy
19,230
+866
+5% +$45.1K 0.02% 731
2023
Q1 		$953K Sell
18,364
-607
-3% -$29.3K 0.02% 777
2022
Q4 		$707K Sell
18,971
-178
-0.9% -$6.33K 0.01% 863
2022
Q3 		$603K Buy
19,149
+2,652
+16% +$101K 0.01% 884
2022
Q2 		$562K Buy
16,497
+1,374
+9% +$52.5K 0.01% 915
2022
Q1 		$692K Buy
15,123
+3,860
+34% +$194K 0.01% 911
2021
Q4 		$673K Buy
11,263
+2,313
+26% +$144K 0.01% 922
2021
Q3 		$469K Buy
8,950
+2,912
+48% +$149K 0.01% 1027
2021
Q2 		$293K Buy
6,038
+2,675
+80% +$129K ﹤0.01% 1138
2021
Q1 		$140K Buy
+3,363
New +$163K ﹤0.01% 1282

Advisors Asset Management's FOCS Position: Q3 2023 in Review

Advisors Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 19,230 shares — an estimated $1.01M sold.

Advisors Asset Management first reported a position in FOCS in Q1 2021 and held it in 10 quarters. The position peaked at $1.01M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Advisors Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Advisors Asset Management sold 19,230 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $1.01M.
  • Advisors Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 10 quarters.
  • Advisors Asset Management's Focus Financial Partners Inc. Class A position peaked at $1.01M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Advisors Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.