Covestor’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Covestor’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	-1,767	Closed	-$93K	–	2894
2023 Q2	$93K	Buy	1,767 +1,762	+35,240%	+$91.8K	0.07%	490
2023 Q1	$0	Hold	5	–	–	﹤0.01%	2755
2022 Q4	$0	Sell	5 -1	-17%	-$36	﹤0.01%	2775
2022 Q3	$0	Sell	6 -1	-14%	-$38	﹤0.01%	2798
2022 Q2	$0	Sell	7 -2	-22%	-$76	﹤0.01%	2505
2022 Q1	$0	Sell	9 -2	-18%	-$100	﹤0.01%	2532
2021 Q4	$1K	Buy	+11	New	+$685	﹤0.01%	2040

Covestor's FOCS Position: Q3 2023 in Review

Covestor sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 1,767 shares — an estimated $93K sold.

Covestor first reported a position in FOCS in Q4 2021 and held it in 7 quarters. The position peaked at $93K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Covestor reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Covestor sold 1,767 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $93K.
Covestor first reported a position in Focus Financial Partners Inc. Class A in Q4 2021 and held it in 7 quarters.
Covestor's Focus Financial Partners Inc. Class A position peaked at $93K in Q2 2023.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Covestor's 13F filing for Q3 2023, filed 13 Nov 2023.