CCWM
FOCS

Cassaday & Co Wealth Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Cassaday & Co Wealth Management’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
-300,951
Closed -$15.8M – 282
2023
Q2 		$15.8M Hold
300,951
– – 0.63% 16
2023
Q1 		$15.6M Hold
300,951
– – 0.67% 15
2022
Q4 		$11.2M Buy
+300,951
New +$10.7M 0.52% 22

Cassaday & Co Wealth Management's FOCS Position: Q3 2023 in Review

Cassaday & Co Wealth Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 300,951 shares — an estimated $15.8M sold.

Cassaday & Co Wealth Management first reported a position in FOCS in Q4 2022 and held it in 3 quarters. The position peaked at $15.8M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Cassaday & Co Wealth Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 300,951 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $15.8M.
  • Cassaday & Co Wealth Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2022 and held it in 3 quarters.
  • Cassaday & Co Wealth Management's Focus Financial Partners Inc. Class A position peaked at $15.8M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.