Ameriprise’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 |
-107,289
| Closed | -$5.64M | – | 4011 |
|
|
2023
Q2 | $5.64M | Sell |
107,289
-434,303
| -80% | -$22.6M | ﹤0.01% | 2255 |
|
|
2023
Q1 | $28.1M | Sell |
541,592
-290,780
| -35% | -$14M | 0.01% | 1047 |
|
|
2022
Q4 | $31M | Buy |
832,372
+167,258
| +25% | +$5.95M | 0.01% | 968 |
|
|
2022
Q3 | $20.9M | Buy |
665,114
+13,388
| +2% | +$511K | 0.01% | 1154 |
|
|
2022
Q2 | $22.3M | Sell |
651,726
-49,897
| -7% | -$1.91M | 0.01% | 1150 |
|
|
2022
Q1 | $32.1M | Buy |
701,623
+75,022
| +12% | +$3.77M | 0.01% | 1019 |
|
|
2021
Q4 | $37.4M | Buy |
626,601
+54,139
| +9% | +$3.37M | 0.01% | 975 |
|
|
2021
Q3 | $30M | Buy |
572,462
+89,361
| +18% | +$4.57M | 0.01% | 1004 |
|
|
2021
Q2 | $23.4M | Buy |
483,101
+96,476
| +25% | +$4.65M | 0.01% | 1230 |
|
|
2021
Q1 | $16.1M | Buy |
386,625
+34,956
| +10% | +$1.69M | 0.01% | 1499 |
|
|
2020
Q4 | $15.3M | Buy |
351,669
+5,026
| +1% | +$202K | 0.01% | 1430 |
|
|
2020
Q3 | $11.4M | Buy |
346,643
+24,921
| +8% | +$881K | ﹤0.01% | 1465 |
|
|
2020
Q2 | $10.6M | Buy |
321,722
+225,441
| +234% | +$5.64M | ﹤0.01% | 1498 |
|
|
2020
Q1 | $2.21M | Buy |
+96,281
| New | +$2.56M | ﹤0.01% | 2413 |
|
Ameriprise's FOCS Position: Q3 2023 in Review
Ameriprise sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 107,289 shares — an estimated $5.64M sold.
Ameriprise first reported a position in FOCS in Q1 2020 and held it in 14 quarters. The position peaked at $37.4M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Ameriprise reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Ameriprise sold 107,289 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $5.64M.
- Ameriprise first reported a position in Focus Financial Partners Inc. Class A in Q1 2020 and held it in 14 quarters.
- Ameriprise's Focus Financial Partners Inc. Class A position peaked at $37.4M in Q4 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Ameriprise's 13F filing for Q3 2023, filed 14 Nov 2023.