Bank of America’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 |
-486,373
| Closed | -$25.5M | – | 8088 |
|
|
2023
Q2 | $25.5M | Buy |
486,373
+77,140
| +19% | +$4.02M | ﹤0.01% | 1808 |
|
|
2023
Q1 | $21.2M | Buy |
409,233
+135,701
| +50% | +$6.54M | ﹤0.01% | 2072 |
|
|
2022
Q4 | $10.2M | Buy |
273,532
+25,451
| +10% | +$906K | ﹤0.01% | 2672 |
|
|
2022
Q3 | $7.82M | Buy |
248,081
+57,356
| +30% | +$2.19M | ﹤0.01% | 2876 |
|
|
2022
Q2 | $6.5M | Sell |
190,725
-56,908
| -23% | -$2.17M | ﹤0.01% | 3117 |
|
|
2022
Q1 | $11.3M | Sell |
247,633
-75,330
| -23% | -$3.78M | ﹤0.01% | 2739 |
|
|
2021
Q4 | $19.3M | Sell |
322,963
-90,850
| -22% | -$5.66M | ﹤0.01% | 2245 |
|
|
2021
Q3 | $21.7M | Sell |
413,813
-46,422
| -10% | -$2.37M | ﹤0.01% | 2106 |
|
|
2021
Q2 | $22.3M | Buy |
460,235
+44,864
| +11% | +$2.16M | ﹤0.01% | 2042 |
|
|
2021
Q1 | $17.3M | Buy |
415,371
+186,680
| +82% | +$9.04M | ﹤0.01% | 2165 |
|
|
2020
Q4 | $9.95M | Buy |
228,691
+22,621
| +11% | +$908K | ﹤0.01% | 2485 |
|
|
2020
Q3 | $6.76M | Buy |
206,070
+80,161
| +64% | +$2.84M | ﹤0.01% | 2627 |
|
|
2020
Q2 | $4.16M | Buy |
125,909
+26,341
| +26% | +$659K | ﹤0.01% | 2999 |
|
|
2020
Q1 | $2.29M | Sell |
99,568
-45,336
| -31% | -$1.2M | ﹤0.01% | 3376 |
|
|
2019
Q4 | $4.27M | Buy |
144,904
+23,807
| +20% | +$609K | ﹤0.01% | 3379 |
|
|
2019
Q3 | $2.88M | Buy |
121,097
+33,460
| +38% | +$823K | ﹤0.01% | 3726 |
|
|
2019
Q2 | $2.39M | Buy |
87,637
+63,737
| +267% | +$2.08M | ﹤0.01% | 3892 |
|
|
2019
Q1 | $852K | Sell |
23,900
-9,687
| -29% | -$305K | ﹤0.01% | 4637 |
|
|
2018
Q4 | $885K | Buy |
33,587
+16,267
| +94% | +$567K | ﹤0.01% | 4504 |
|
|
2018
Q3 | $822K | Buy |
+17,320
| New | +$739K | ﹤0.01% | 4613 |
|
Bank of America's FOCS Position: Q3 2023 in Review
Bank of America sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 486,373 shares — an estimated $25.5M sold.
Bank of America first reported a position in FOCS in Q3 2018 and held it in 20 quarters. The position peaked at $25.5M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Bank of America reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Bank of America sold 486,373 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $25.5M.
- Bank of America first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 20 quarters.
- Bank of America's Focus Financial Partners Inc. Class A position peaked at $25.5M in Q2 2023.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Bank of America's 13F filing for Q3 2023, filed 14 Nov 2023.