Bell Investment Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Bell Investment Advisors’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	-23	Closed	-$1.21K	–	2021
2023 Q2	$1.21K	Hold	23	–	–	﹤0.01%	1532
2023 Q1	$1.19K	Sell	23 -11	-32%	-$530	﹤0.01%	1485
2022 Q4	$1.27K	Buy	34 +18	+113%	+$641	﹤0.01%	1483
2022 Q3	$1K	Sell	16 -27	-63%	-$1.03K	﹤0.01%	1670
2022 Q2	$1K	Buy	+43	New	+$1.64K	﹤0.01%	1694
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	1704
2021 Q3	$1K	Buy	+10	New	+$511	﹤0.01%	1657

Bell Investment Advisors's FOCS Position: Q3 2023 in Review

Bell Investment Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 23 shares — an estimated $1.21K sold.

Bell Investment Advisors first reported a position in FOCS in Q3 2021 and held it in 7 quarters. The position peaked at $1.27K in Q4 2022. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Bell Investment Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Bell Investment Advisors sold 23 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $1.21K.
Bell Investment Advisors first reported a position in Focus Financial Partners Inc. Class A in Q3 2021 and held it in 7 quarters.
Bell Investment Advisors's Focus Financial Partners Inc. Class A position peaked at $1.27K in Q4 2022.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.