Credit Suisse’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 |
-106,946
| Closed | -$5.62M | – | 3200 |
|
|
2023
Q2 | $5.62M | Sell |
106,946
-110,679
| -51% | -$5.77M | 0.01% | 1265 |
|
|
2023
Q1 | $11.3M | Buy |
217,625
+169,441
| +352% | +$8.17M | 0.01% | 879 |
|
|
2022
Q4 | $1.8M | Sell |
48,184
-2,145
| -4% | -$76.3K | ﹤0.01% | 1944 |
|
|
2022
Q3 | $1.59M | Buy |
50,329
+3,454
| +7% | +$132K | ﹤0.01% | 2003 |
|
|
2022
Q2 | $1.6M | Buy |
46,875
+386
| +0.8% | +$14.7K | ﹤0.01% | 2067 |
|
|
2022
Q1 | $2.13M | Buy |
46,489
+6,670
| +17% | +$335K | ﹤0.01% | 2039 |
|
|
2021
Q4 | $2.38M | Buy |
39,819
+3,322
| +9% | +$207K | ﹤0.01% | 2661 |
|
|
2021
Q3 | $1.91M | Buy |
36,497
+4,102
| +13% | +$210K | ﹤0.01% | 2855 |
|
|
2021
Q2 | $1.57M | Buy |
32,395
+10,884
| +51% | +$525K | ﹤0.01% | 3042 |
|
|
2021
Q1 | $895K | Sell |
21,511
-9,405
| -30% | -$455K | ﹤0.01% | 3398 |
|
|
2020
Q4 | $1.34M | Buy |
30,916
+13,783
| +80% | +$553K | ﹤0.01% | 3115 |
|
|
2020
Q3 | $562K | Sell |
17,133
-2,637
| -13% | -$93.3K | ﹤0.01% | 3322 |
|
|
2020
Q2 | $654K | Buy |
19,770
+4,641
| +31% | +$116K | ﹤0.01% | 3166 |
|
|
2020
Q1 | $348K | Sell |
15,129
-54,549
| -78% | -$1.45M | ﹤0.01% | 3327 |
|
|
2019
Q4 | $2.05M | Sell |
69,678
-36,937
| -35% | -$944K | ﹤0.01% | 2580 |
|
|
2019
Q3 | $2.54M | Buy |
106,615
+95,655
| +873% | +$2.35M | ﹤0.01% | 2294 |
|
|
2019
Q2 | $299K | Buy |
+10,960
| New | +$357K | ﹤0.01% | 3679 |
|
Credit Suisse's FOCS Position: Q3 2023 in Review
Credit Suisse sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 106,946 shares — an estimated $5.62M sold.
Credit Suisse first reported a position in FOCS in Q2 2019 and held it in 17 quarters. The position peaked at $11.3M in Q1 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Credit Suisse reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Credit Suisse sold 106,946 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $5.62M.
- Credit Suisse first reported a position in Focus Financial Partners Inc. Class A in Q2 2019 and held it in 17 quarters.
- Credit Suisse's Focus Financial Partners Inc. Class A position peaked at $11.3M in Q1 2023.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Credit Suisse's 13F filing for Q3 2023, filed 13 Nov 2023.