Citadel Advisors’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 |
-300
| Closed | -$15.8K | – | 15513 |
|
|
2023
Q2 | $15.8K | Sell |
300
-7,200
| -96% | -$375K | ﹤0.01% | 12926 |
|
|
2023
Q1 | $389K | Sell |
7,500
-8,300
| -53% | -$400K | ﹤0.01% | 8825 |
|
|
2022
Q4 | $589K | Sell |
15,800
-34,200
| -68% | -$1.22M | ﹤0.01% | 7899 |
|
|
2022
Q3 | $1.58M | Buy |
50,000
+30,100
| +151% | +$1.15M | ﹤0.01% | 6050 |
|
|
2022
Q2 | $678K | Sell |
19,900
-15,100
| -43% | -$577K | ﹤0.01% | 7955 |
|
|
2022
Q1 | $1.6M | Sell |
35,000
-13,900
| -28% | -$698K | ﹤0.01% | 6586 |
|
|
2021
Q4 | $2.92M | Sell |
48,900
-1,500
| -3% | -$93.4K | ﹤0.01% | 5390 |
|
|
2021
Q3 | $2.64M | Buy |
50,400
+12,900
| +34% | +$659K | ﹤0.01% | 5667 |
|
|
2021
Q2 | $1.82M | Buy |
37,500
+22,400
| +148% | +$1.08M | ﹤0.01% | 6837 |
|
|
2021
Q1 | $628K | Sell |
15,100
-3,800
| -20% | -$184K | ﹤0.01% | 9187 |
|
|
2020
Q4 | $822K | Buy |
+18,900
| New | +$758K | ﹤0.01% | 7201 |
|
|
2020
Q1 | – | Sell |
-8,800
| Closed | -$259K | – | 10376 |
|
|
2019
Q4 | $259K | Buy |
+8,800
| New | +$225K | ﹤0.01% | 7812 |
|
Citadel Advisors's FOCS Position: Q3 2023 in Review
Citadel Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 504,510 shares — an estimated $26.5M sold.
Citadel Advisors first reported a position in FOCS in Q3 2018 and held it in 16 quarters. The position peaked at $27.1M in Q1 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Citadel Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Citadel Advisors sold 504,510 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $26.5M.
- Citadel Advisors first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 16 quarters.
- Citadel Advisors's Focus Financial Partners Inc. Class A position peaked at $27.1M in Q1 2023.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Citadel Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.