AG
FOCS

Algert Global’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Algert Global’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
-24,807
Closed -$1.3M – 1296
2023
Q2 		$1.3M Hold
24,807
– – 0.06% 562
2023
Q1 		$1.29M Buy
24,807
+5,930
+31% +$286K 0.06% 532
2022
Q4 		$704K Sell
18,877
-5,830
-24% -$207K 0.04% 701
2022
Q3 		$779K Buy
24,707
+5,247
+27% +$200K 0.05% 645
2022
Q2 		$663K Hold
19,460
– – 0.05% 652
2022
Q1 		$890K Buy
19,460
+11,094
+133% +$557K 0.06% 574
2021
Q4 		$500K Sell
8,366
-3,160
-27% -$197K 0.06% 537
2021
Q3 		$604K Buy
+11,526
New +$589K 0.08% 457

Algert Global's FOCS Position: Q3 2023 in Review

Algert Global sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 24,807 shares — an estimated $1.3M sold.

Algert Global first reported a position in FOCS in Q3 2021 and held it in 8 quarters. The position peaked at $1.3M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Algert Global reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Algert Global sold 24,807 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $1.3M.
  • Algert Global first reported a position in Focus Financial Partners Inc. Class A in Q3 2021 and held it in 8 quarters.
  • Algert Global's Focus Financial Partners Inc. Class A position peaked at $1.3M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Algert Global's 13F filing for Q3 2023, filed 13 Nov 2023.