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

AssetMark Inc’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	-2,559	Closed	-$134K	–	1823
2023 Q2	$134K	Buy	2,559 +671	+36%	+$35K	﹤0.01%	901
2023 Q1	$97.9K	Sell	1,888 -592	-24%	-$28.5K	﹤0.01%	921
2022 Q4	$92.4K	Buy	2,480 +570	+30%	+$20.3K	﹤0.01%	929
2022 Q3	$60K	Buy	1,910 +621	+48%	+$23.7K	﹤0.01%	910
2022 Q2	$44K	Buy	1,289 +706	+121%	+$27K	﹤0.01%	948
2022 Q1	$27K	Buy	+583	New	+$29.3K	﹤0.01%	1029

AssetMark Inc's FOCS Position: Q3 2023 in Review

AssetMark Inc sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 2,559 shares — an estimated $134K sold.

AssetMark Inc first reported a position in FOCS in Q1 2022 and held it in 6 quarters. The position peaked at $134K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

AssetMark Inc reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
AssetMark Inc sold 2,559 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $134K.
AssetMark Inc first reported a position in Focus Financial Partners Inc. Class A in Q1 2022 and held it in 6 quarters.
AssetMark Inc's Focus Financial Partners Inc. Class A position peaked at $134K in Q2 2023.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on AssetMark Inc's 13F filing for Q3 2023, filed 27 Oct 2023.