BMSSC
FOCS

B. Metzler seel. Sohn & Co’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

B. Metzler seel. Sohn & Co’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
-90,844
Closed -$4.77M – 760
2023
Q2 		$4.77M Buy
90,844
+48,369
+114% +$2.52M 0.06% 208
2023
Q1 		$2.2M Sell
42,475
-72,474
-63% -$3.49M 0.03% 281
2022
Q4 		$4.28M Buy
114,949
+15,239
+15% +$542K 0.07% 174
2022
Q3 		$3.14M Buy
99,710
+2,137
+2% +$81.5K 0.06% 202
2022
Q2 		$3.32M Buy
97,573
+6,175
+7% +$236K 0.05% 212
2022
Q1 		$4.18M Buy
91,398
+53,086
+139% +$2.67M 0.06% 202
2021
Q4 		$2.3M Buy
38,312
+16,298
+74% +$1.01M 0.03% 302
2021
Q3 		$1.15M Hold
22,014
– – 0.02% 409
2021
Q2 		$1.07M Buy
+22,014
New +$1.06M 0.02% 424

B. Metzler seel. Sohn & Co's FOCS Position: Q3 2023 in Review

B. Metzler seel. Sohn & Co sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 90,844 shares — an estimated $4.77M sold.

B. Metzler seel. Sohn & Co first reported a position in FOCS in Q2 2021 and held it in 9 quarters. The position peaked at $4.77M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • B. Metzler seel. Sohn & Co reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 90,844 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $4.77M.
  • B. Metzler seel. Sohn & Co first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and held it in 9 quarters.
  • B. Metzler seel. Sohn & Co's Focus Financial Partners Inc. Class A position peaked at $4.77M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2023, filed 13 Nov 2023.