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
Quarter Market Value Status Shares Shares
Change % 		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 +$11.2M 0.52% 22