Bank of Montreal’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 |
-4,359
| Closed | -$229K | – | 4396 |
|
|
2023
Q2 | $229K | Sell |
4,359
-11,166
| -72% | -$582K | ﹤0.01% | 3140 |
|
|
2023
Q1 | $805K | Sell |
15,525
-24,430
| -61% | -$1.18M | ﹤0.01% | 2182 |
|
|
2022
Q4 | $1.5M | Sell |
39,955
-5,832
| -13% | -$208K | ﹤0.01% | 1944 |
|
|
2022
Q3 | $1.75K | Buy |
45,787
+4,856
| +12% | +$185K | ﹤0.01% | 1898 |
|
|
2022
Q2 | $1.52K | Buy |
40,931
+1,422
| +4% | +$54.3K | ﹤0.01% | 2043 |
|
|
2022
Q1 | $1.89M | Buy |
39,509
+18,436
| +87% | +$926K | ﹤0.01% | 1968 |
|
|
2021
Q4 | $1.26M | Sell |
21,073
-370,468
| -95% | -$23.1M | ﹤0.01% | 1814 |
|
|
2021
Q3 | $20.7M | Buy |
391,541
+371,198
| +1,825% | +$19M | 0.01% | 913 |
|
|
2021
Q2 | $1.02M | Sell |
20,343
-1,043
| -5% | -$50.3K | ﹤0.01% | 2472 |
|
|
2021
Q1 | $907K | Sell |
21,386
-3,097
| -13% | -$150K | ﹤0.01% | 2269 |
|
|
2020
Q4 | $1.19M | Buy |
24,483
+43
| +0.2% | +$1.73K | ﹤0.01% | 2124 |
|
|
2020
Q3 | $835K | Sell |
24,440
-559
| -2% | -$19.8K | ﹤0.01% | 2059 |
|
|
2020
Q2 | $858K | Buy |
24,999
+24,926
| +34,145% | +$624K | ﹤0.01% | 2004 |
|
|
2020
Q1 | $1K | Sell |
73
-38,774
| -100% | -$1.03M | ﹤0.01% | 4012 |
|
|
2019
Q4 | $1.15M | Buy |
38,847
+1,006
| +3% | +$25.7K | ﹤0.01% | 2185 |
|
|
2019
Q3 | $900K | Buy |
37,841
+21,878
| +137% | +$538K | ﹤0.01% | 2130 |
|
|
2019
Q2 | $436K | Buy |
+15,963
| New | +$520K | ﹤0.01% | 2501 |
|
|
2019
Q1 | – | Sell |
-258
| Closed | -$7K | – | 4871 |
|
|
2018
Q4 | $7K | Buy |
258
+128
| +98% | +$4.46K | ﹤0.01% | 3999 |
|
|
2018
Q3 | $6K | Buy |
+130
| New | +$5.55K | ﹤0.01% | 4085 |
|
Bank of Montreal's FOCS Position: Q3 2023 in Review
Bank of Montreal sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 4,359 shares — an estimated $229K sold.
Bank of Montreal first reported a position in FOCS in Q3 2018 and held it in 19 quarters. The position peaked at $20.7M in Q3 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Bank of Montreal reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Bank of Montreal sold 4,359 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $229K.
- Bank of Montreal first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 19 quarters.
- Bank of Montreal's Focus Financial Partners Inc. Class A position peaked at $20.7M in Q3 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.