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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-5
Closed -$263 3583
2023
Q2
$263 Hold
5
﹤0.01% 3044
2023
Q1
$260 Hold
5
﹤0.01% 2955
2022
Q4
$186 Buy
5
+1
+25% +$36 ﹤0.01% 2800
2022
Q3
$0 Sell
4
-265
-99% -$10.1K ﹤0.01% 3210
2022
Q2
$9K Buy
+269
New +$10.3K ﹤0.01% 1617

Allworth Financial's FOCS Position: Q3 2023 in Review

Allworth Financial sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 5 shares — an estimated $263 sold.

Allworth Financial first reported a position in FOCS in Q2 2022 and held it in 5 quarters. The position peaked at $9K in Q2 2022. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Allworth Financial reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Allworth Financial sold 5 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $263.
  • Allworth Financial first reported a position in Focus Financial Partners Inc. Class A in Q2 2022 and held it in 5 quarters.
  • Allworth Financial's Focus Financial Partners Inc. Class A position peaked at $9K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.