Brinker Capital Investments’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,040
| Closed | -$300K | – | 1672 |
|
|
2022
Q4 | $300K | Sell |
8,040
-2,947
| -27% | -$110K | 0.01% | 1149 |
|
|
2022
Q3 | $346K | Sell |
10,987
-12,894
| -54% | -$406K | 0.01% | 1069 |
|
|
2022
Q2 | $813K | Sell |
23,881
-289
| -1% | -$9.84K | 0.02% | 818 |
|
|
2022
Q1 | $1.11M | Buy |
24,170
+6,390
| +36% | +$292K | 0.02% | 762 |
|
|
2021
Q4 | $1.06M | Sell |
17,780
-2,915
| -14% | -$174K | 0.02% | 795 |
|
|
2021
Q3 | $1M | Hold |
20,695
| – | – | 0.02% | 768 |
|
|
2021
Q2 | $1M | Buy |
20,695
+1,508
| +8% | +$73.2K | 0.01% | 824 |
|
|
2021
Q1 | $799K | Sell |
19,187
-14,781
| -44% | -$616K | 0.01% | 764 |
|
|
2020
Q4 | $1.48M | Buy |
33,968
+19,656
| +137% | +$855K | 0.02% | 616 |
|
|
2020
Q3 | $469K | Buy |
+14,312
| New | +$469K | 0.01% | 922 |
|