AAM
FOCS

Alpine Associates Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Alpine Associates 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
-656,100
Closed -$34.5M – 45
2023
Q2 		$34.5M Buy
656,100
+84,100
+15% +$4.38M 1.55% 22
2023
Q1 		$29.7M Buy
+572,000
New +$27.6M 1.58% 21

Alpine Associates Management's FOCS Position: Q3 2023 in Review

Alpine Associates Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 656,100 shares — an estimated $34.5M sold.

Alpine Associates Management first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $34.5M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Alpine Associates Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Alpine Associates Management sold 656,100 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $34.5M.
  • Alpine Associates Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
  • Alpine Associates Management's Focus Financial Partners Inc. Class A position peaked at $34.5M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Alpine Associates Management's 13F filing for Q3 2023, filed 8 Nov 2023.