Baird Financial Group
FOCS

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

Baird Financial Group’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
-69,696
Closed -$3.66M – 1785
2023
Q2 		$3.66M Sell
69,696
-1,089
-2% -$56.7K 0.01% 715
2023
Q1 		$3.67M Buy
70,785
+2,699
+4% +$130K 0.01% 689
2022
Q4 		$2.54M Buy
68,086
+16,460
+32% +$586K 0.01% 798
2022
Q3 		$1.63M Buy
51,626
+921
+2% +$35.1K ﹤0.01% 902
2022
Q2 		$1.73M Buy
50,705
+2,735
+6% +$105K ﹤0.01% 905
2022
Q1 		$2.19M Buy
47,970
+4,637
+11% +$233K 0.01% 868
2021
Q4 		$2.59M Buy
43,333
+14,586
+51% +$908K 0.01% 832
2021
Q3 		$1.5M Buy
28,747
+5,642
+24% +$288K ﹤0.01% 1047
2021
Q2 		$1.12M Buy
+23,105
New +$1.11M ﹤0.01% 1145

Baird Financial Group's FOCS Position: Q3 2023 in Review

Baird Financial Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 69,696 shares — an estimated $3.66M sold.

Baird Financial Group first reported a position in FOCS in Q2 2021 and held it in 9 quarters. The position peaked at $3.67M in Q1 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Baird Financial Group reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Baird Financial Group sold 69,696 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $3.66M.
  • Baird Financial Group first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and held it in 9 quarters.
  • Baird Financial Group's Focus Financial Partners Inc. Class A position peaked at $3.67M in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.