CAAS Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,078
| Closed | -$781K | – | 688 |
|
|
2021
Q4 | $781K | Buy |
+13,078
| New | +$781K | 0.02% | 183 |
|
|
2021
Q3 | – | Sell |
-292,985
| Closed | -$14.2M | – | 877 |
|
|
2021
Q2 | $14.2M | Buy |
292,985
+9,977
| +4% | +$484K | 0.24% | 29 |
|
|
2021
Q1 | $11.8M | Buy |
+283,008
| New | +$11.8M | 0.13% | 73 |
|
|
2020
Q4 | – | Sell |
-179,979
| Closed | -$5.9M | – | 659 |
|
|
2020
Q3 | $5.9M | Buy |
+179,979
| New | +$5.9M | 0.14% | 66 |
|