CWG
FOCS

Cornerstone Wealth Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Cornerstone Wealth Group’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
-36,750
Closed -$1.93M – 159
2023
Q2 		$1.93M Sell
36,750
-5,150
-12% -$268K 0.35% 80
2023
Q1 		$2.17M Hold
41,900
– – 0.39% 85
2022
Q4 		$1.56M Sell
41,900
-21,850
-34% -$778K 0.3% 79
2022
Q3 		$2.01M Buy
63,750
+5,000
+9% +$191K 0.44% 68
2022
Q2 		$2M Sell
58,750
-31,250
-35% -$1.19M 0.42% 72
2022
Q1 		$4.12M Hold
90,000
– – 0.76% 46
2021
Q4 		$5.38M Buy
90,000
+13,050
+17% +$812K 0.92% 33
2021
Q3 		$4.03M Buy
76,950
+30,500
+66% +$1.56M 0.71% 38
2021
Q2 		$2.23M Sell
46,450
-18,000
-28% -$868K 0.46% 71
2021
Q1 		$2.85M Buy
64,450
+14,900
+30% +$721K 0.58% 69
2020
Q4 		$2.15M Sell
49,550
-15,300
-24% -$614K 0.53% 70
2020
Q3 		$2.13M Buy
64,850
+23,000
+55% +$813K 0.58% 58
2020
Q2 		$1.38M Buy
+41,850
New +$1.05M 0.35% 69

Cornerstone Wealth Group's FOCS Position: Q3 2023 in Review

Cornerstone Wealth Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 36,750 shares — an estimated $1.93M sold.

Cornerstone Wealth Group first reported a position in FOCS in Q2 2020 and held it in 13 quarters. The position peaked at $5.38M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Cornerstone Wealth Group reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Wealth Group sold 36,750 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $1.93M.
  • Cornerstone Wealth Group first reported a position in Focus Financial Partners Inc. Class A in Q2 2020 and held it in 13 quarters.
  • Cornerstone Wealth Group's Focus Financial Partners Inc. Class A position peaked at $5.38M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Cornerstone Wealth Group's 13F filing for Q3 2023, filed 18 Oct 2023.