Ameritas Investment Partners’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 |
-4,856
| Closed | -$255K | – | 3136 |
|
|
2023
Q2 | $255K | Buy |
4,856
+213
| +5% | +$11.1K | 0.01% | 995 |
|
|
2023
Q1 | $241K | Hold |
4,643
| – | – | 0.01% | 989 |
|
|
2022
Q4 | $206K | Buy |
4,643
+292
| +7% | +$10.4K | 0.01% | 1120 |
|
|
2022
Q3 | $137K | Hold |
4,351
| – | – | 0.01% | 1286 |
|
|
2022
Q2 | $148K | Sell |
4,351
-692
| -14% | -$26.4K | 0.01% | 1243 |
|
|
2022
Q1 | $231K | Buy |
5,043
+475
| +10% | +$23.8K | 0.01% | 1095 |
|
|
2021
Q4 | $273K | Hold |
4,568
| – | – | 0.01% | 1045 |
|
|
2021
Q3 | $239K | Buy |
4,568
+480
| +12% | +$24.5K | 0.01% | 1086 |
|
|
2021
Q2 | $198K | Buy |
4,088
+876
| +27% | +$42.3K | 0.01% | 1260 |
|
|
2021
Q1 | $134K | Buy |
3,212
+625
| +24% | +$30.3K | 0.01% | 1484 |
|
|
2020
Q4 | $113K | Hold |
2,587
| – | – | 0.01% | 1510 |
|
|
2020
Q3 | $85K | Hold |
2,587
| – | – | ﹤0.01% | 1536 |
|
|
2020
Q2 | $86K | Hold |
2,587
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q1 | $60K | Hold |
2,587
| – | – | ﹤0.01% | 1565 |
|
|
2019
Q4 | $76K | Hold |
2,587
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q3 | $62K | Hold |
2,587
| – | – | ﹤0.01% | 1759 |
|
|
2019
Q2 | $71K | Buy |
2,587
+412
| +19% | +$13.4K | ﹤0.01% | 1710 |
|
|
2019
Q1 | $78K | Buy |
2,175
+624
| +40% | +$19.7K | ﹤0.01% | 1638 |
|
|
2018
Q4 | $41K | Hold |
1,551
| – | – | ﹤0.01% | 1930 |
|
|
2018
Q3 | $74K | Buy |
+1,551
| New | +$66.2K | ﹤0.01% | 1751 |
|
Ameritas Investment Partners's FOCS Position: Q3 2023 in Review
Ameritas Investment Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 4,856 shares — an estimated $255K sold.
Ameritas Investment Partners first reported a position in FOCS in Q3 2018 and held it in 20 quarters. The position peaked at $273K in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Ameritas Investment Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Ameritas Investment Partners sold 4,856 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $255K.
- Ameritas Investment Partners first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 20 quarters.
- Ameritas Investment Partners's Focus Financial Partners Inc. Class A position peaked at $273K in Q4 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Ameritas Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.