Bartlett & Co’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Bartlett & 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	-2,625	Closed	-$138K	–	1196
2023 Q2	$138K	Sell	2,625 -18,377	-88%	-$957K	﹤0.01%	503
2023 Q1	$1.09M	Hold	21,002	–	–	0.02%	222
2022 Q4	$783K	Sell	21,002 -9,200	-30%	-$327K	0.02%	242
2022 Q3	$952K	Hold	30,202	–	–	0.02%	221
2022 Q2	$1.03M	Sell	30,202 -27,000	-47%	-$1.03M	0.02%	215
2022 Q1	$2.62M	Hold	57,202	–	–	0.05%	164
2021 Q4	$3.42M	Buy	57,202 +1,491	+3%	+$92.8K	0.06%	149
2021 Q3	$2.92M	Buy	55,711 +1,109	+2%	+$56.7K	0.06%	153
2021 Q2	$2.65M	Hold	54,602	–	–	0.05%	157
2021 Q1	$2.27M	Buy	+54,602	New	+$2.64M	0.05%	162

Bartlett & Co's FOCS Position: Q3 2023 in Review

Bartlett & Co sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 2,625 shares — an estimated $138K sold.

Bartlett & Co first reported a position in FOCS in Q1 2021 and held it in 10 quarters. The position peaked at $3.42M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Bartlett & Co reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Bartlett & Co sold 2,625 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $138K.
Bartlett & Co first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 10 quarters.
Bartlett & Co's Focus Financial Partners Inc. Class A position peaked at $3.42M in Q4 2021.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Bartlett & Co's 13F filing for Q3 2023, filed 10 Oct 2023.