Crestwood Advisors Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Crestwood Advisors 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	-21,273	Closed	-$1.12M	–	375
2023 Q2	$1.12M	Sell	21,273 -100	-0.5%	-$5.21K	0.04%	134
2023 Q1	$1.11M	Sell	21,373 -58,540	-73%	-$2.82M	0.04%	137
2022 Q4	$2.98M	Sell	79,913 -65,535	-45%	-$2.33M	0.1%	100
2022 Q3	$4.58M	Sell	145,448 -7,800	-5%	-$298K	0.16%	89
2022 Q2	$5.22M	Sell	153,248 -7,843	-5%	-$300K	0.18%	89
2022 Q1	$7.37M	Hold	161,091	–	–	0.21%	80
2021 Q4	$9.62M	Buy	+161,091	New	+$10M	0.25%	76

Crestwood Advisors Group's FOCS Position: Q3 2023 in Review

Crestwood Advisors Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 21,273 shares — an estimated $1.12M sold.

Crestwood Advisors Group first reported a position in FOCS in Q4 2021 and held it in 7 quarters. The position peaked at $9.62M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Crestwood Advisors Group reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Crestwood Advisors Group sold 21,273 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $1.12M.
Crestwood Advisors Group first reported a position in Focus Financial Partners Inc. Class A in Q4 2021 and held it in 7 quarters.
Crestwood Advisors Group's Focus Financial Partners Inc. Class A position peaked at $9.62M in Q4 2021.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Crestwood Advisors Group's 13F filing for Q3 2023, filed 15 Nov 2023.