Advisors Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,230
| Closed | -$1.01M | – | 1469 |
|
|
2023
Q2 | $1.01M | Buy |
19,230
+866
| +5% | +$45.5K | 0.02% | 731 |
|
|
2023
Q1 | $953K | Sell |
18,364
-607
| -3% | -$31.5K | 0.02% | 777 |
|
|
2022
Q4 | $707K | Sell |
18,971
-178
| -0.9% | -$6.63K | 0.01% | 863 |
|
|
2022
Q3 | $603K | Buy |
19,149
+2,652
| +16% | +$83.5K | 0.01% | 884 |
|
|
2022
Q2 | $562K | Buy |
16,497
+1,374
| +9% | +$46.8K | 0.01% | 915 |
|
|
2022
Q1 | $692K | Buy |
15,123
+3,860
| +34% | +$177K | 0.01% | 911 |
|
|
2021
Q4 | $673K | Buy |
11,263
+2,313
| +26% | +$138K | 0.01% | 922 |
|
|
2021
Q3 | $469K | Buy |
8,950
+2,912
| +48% | +$153K | 0.01% | 1027 |
|
|
2021
Q2 | $293K | Buy |
6,038
+2,675
| +80% | +$130K | ﹤0.01% | 1138 |
|
|
2021
Q1 | $140K | Buy |
+3,363
| New | +$140K | ﹤0.01% | 1282 |
|