AIA
FOCS
Avalon Investment & Advisory’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-108,908
| Closed | -$4.06M | – | 338 |
|
|
2022
Q4 | $4.06M | Sell |
108,908
-881
| -0.8% | -$32.8K | 0.12% | 132 |
|
|
2022
Q3 | $3.46M | Buy |
109,789
+25,706
| +31% | +$810K | 0.11% | 133 |
|
|
2022
Q2 | $2.86M | Sell |
84,083
-2,772
| -3% | -$94.4K | 0.08% | 150 |
|
|
2022
Q1 | $3.97M | Buy |
86,855
+10,525
| +14% | +$481K | 0.1% | 134 |
|
|
2021
Q4 | $4.56M | Sell |
76,330
-12,035
| -14% | -$719K | 0.11% | 129 |
|
|
2021
Q3 | $4.63M | Buy |
88,365
+949
| +1% | +$49.7K | 0.11% | 143 |
|
|
2021
Q2 | $4.24M | Buy |
87,416
+7,656
| +10% | +$371K | 0.09% | 153 |
|
|
2021
Q1 | $3.32M | Buy |
79,760
+3,164
| +4% | +$132K | 0.08% | 157 |
|
|
2020
Q4 | $3.33M | Buy |
+76,596
| New | +$3.33M | 0.07% | 163 |
|