Chevy Chase Trust’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 |
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|
2023
Q2 | $528K | Hold |
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|
2023
Q1 | $522K | Hold |
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|
2022
Q4 | $375K | Hold |
|
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|
2022
Q3 | $317K | Hold |
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|
2022
Q2 | $343K | Hold |
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|
2022
Q1 | $460K | Hold |
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|
2021
Q4 | $601K | Buy |
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|
2021
Q3 | $431K | Hold |
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|
2021
Q2 | $400K | Hold |
|
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $358K | Hold |
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|
2020
Q3 | $270K | Hold |
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|
2020
Q2 | $272K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $225K | Hold |
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|
2019
Q1 | $309K | Buy |
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