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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$1.12M	Sell
2023 Q1	$1.11M	Sell
2022 Q4	$2.98M	Sell
2022 Q3	$4.58M	Sell
2022 Q2	$5.22M	Sell
2022 Q1	$7.37M	Hold
2021 Q4	$9.62M	Buy