AB
FOCS

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

Amalgamated Bank’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
-8,919
Closed -$468K – 3037
2023
Q2 		$468K Buy
8,919
+759
+9% +$39.5K ﹤0.01% 1472
2023
Q1 		$423K Sell
8,160
-1,509
-16% -$72.7K ﹤0.01% 1495
2022
Q4 		$360K Buy
9,669
+292
+3% +$10.4K ﹤0.01% 1612
2022
Q3 		$295K Buy
9,377
+148
+2% +$5.65K ﹤0.01% 1680
2022
Q2 		$314K Sell
9,229
-1,145
-11% -$43.7K ﹤0.01% 1683
2022
Q1 		$475K Sell
10,374
-113
-1% -$5.67K ﹤0.01% 1566
2021
Q4 		$626K Sell
10,487
-98
-0.9% -$6.1K ﹤0.01% 1474
2021
Q3 		$554K Buy
10,585
+826
+8% +$42.2K ﹤0.01% 1522
2021
Q2 		$473K Buy
9,759
+4,341
+80% +$209K ﹤0.01% 1675
2021
Q1 		$225K Buy
5,418
+500
+10% +$24.2K 0.01% 1422
2020
Q4 		$214K Buy
+4,918
New +$197K 0.01% 1416

Amalgamated Bank's FOCS Position: Q3 2023 in Review

Amalgamated Bank sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 8,919 shares — an estimated $468K sold.

Amalgamated Bank first reported a position in FOCS in Q4 2020 and held it in 11 quarters. The position peaked at $626K in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Amalgamated Bank reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Amalgamated Bank sold 8,919 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $468K.
  • Amalgamated Bank first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 11 quarters.
  • Amalgamated Bank's Focus Financial Partners Inc. Class A position peaked at $626K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Amalgamated Bank's 13F filing for Q3 2023, filed 8 Nov 2023.