Carson Wealth (CWM LLC)
FOCS

Carson Wealth (CWM LLC)’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Carson Wealth (CWM LLC)’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
-257
Closed -$13K – 4652
2023
Q2 		$13K Hold
257
– – ﹤0.01% 2954
2023
Q1 		$13K Sell
257
-157
-38% -$7.57K ﹤0.01% 2828
2022
Q4 		$15K Sell
414
-129
-24% -$4.59K ﹤0.01% 2590
2022
Q3 		$17K Buy
543
+41
+8% +$1.56K ﹤0.01% 2355
2022
Q2 		$17K Buy
502
+348
+226% +$13.3K ﹤0.01% 2244
2022
Q1 		$7K Buy
154
+142
+1,183% +$7.13K ﹤0.01% 2715
2021
Q4 		$1K Buy
+12
New +$747 ﹤0.01% 3434

Carson Wealth (CWM LLC)'s FOCS Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 257 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in FOCS in Q4 2021 and held it in 7 quarters. The position peaked at $17K in Q3 2022. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 257 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $13K.
  • Carson Wealth (CWM LLC) first reported a position in Focus Financial Partners Inc. Class A in Q4 2021 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Focus Financial Partners Inc. Class A position peaked at $17K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.