Alley Investment Management Company’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Alley Investment Management Company’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	-23,226	Closed	-$1.22M	–	83
2023 Q2	$1.22M	Buy	23,226 +18,387	+380%	+$958K	0.2%	64
2023 Q1	$251K	Buy	+4,839	New	+$233K	0.04%	80

Alley Investment Management Company's FOCS Position: Q3 2023 in Review

Alley Investment Management Company sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 23,226 shares — an estimated $1.22M sold.

Alley Investment Management Company first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $1.22M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Alley Investment Management Company reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Alley Investment Management Company sold 23,226 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $1.22M.
Alley Investment Management Company first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
Alley Investment Management Company's Focus Financial Partners Inc. Class A position peaked at $1.22M in Q2 2023.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Alley Investment Management Company's 13F filing for Q3 2023, filed 27 Oct 2023.