Canada Life’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 |
-2,269
| Closed | -$120K | – | 2259 |
|
|
2023
Q2 | $120K | Sell |
2,269
-544
| -19% | -$28.3K | ﹤0.01% | 1900 |
|
|
2023
Q1 | $146K | Sell |
2,813
-363
| -11% | -$17.5K | ﹤0.01% | 1917 |
|
|
2022
Q4 | $119K | Hold |
3,176
| – | – | ﹤0.01% | 1960 |
|
|
2022
Q3 | $100K | Buy |
3,176
+479
| +18% | +$18.3K | ﹤0.01% | 1986 |
|
|
2022
Q2 | $92K | Hold |
2,697
| – | – | ﹤0.01% | 1935 |
|
|
2022
Q1 | $131K | Buy |
2,697
+399
| +17% | +$20K | ﹤0.01% | 1943 |
|
|
2021
Q4 | $137K | Hold |
2,298
| – | – | ﹤0.01% | 1945 |
|
|
2021
Q3 | $121K | Hold |
2,298
| – | – | ﹤0.01% | 2014 |
|
|
2021
Q2 | $111K | Buy |
2,298
+569
| +33% | +$27.5K | ﹤0.01% | 2063 |
|
|
2021
Q1 | $72K | Hold |
1,729
| – | – | ﹤0.01% | 2183 |
|
|
2020
Q4 | $75K | Hold |
1,729
| – | – | ﹤0.01% | 2169 |
|
|
2020
Q3 | $57K | Hold |
1,729
| – | – | ﹤0.01% | 2153 |
|
|
2020
Q2 | $57K | Hold |
1,729
| – | – | ﹤0.01% | 2190 |
|
|
2020
Q1 | $40K | Hold |
1,729
| – | – | ﹤0.01% | 2198 |
|
|
2019
Q4 | $51K | Buy |
+1,729
| New | +$44.2K | ﹤0.01% | 2255 |
|
Canada Life's FOCS Position: Q3 2023 in Review
Canada Life sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 2,269 shares — an estimated $120K sold.
Canada Life first reported a position in FOCS in Q4 2019 and held it in 15 quarters. The position peaked at $146K in Q1 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Canada Life reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Canada Life sold 2,269 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $120K.
- Canada Life first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 15 quarters.
- Canada Life's Focus Financial Partners Inc. Class A position peaked at $146K in Q1 2023.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Canada Life's 13F filing for Q3 2023, filed 14 Nov 2023.