ECG
FOCS

Edge Capital Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Edge Capital 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
-4,285
Closed -$225K – 320
2023
Q2 		$225K Sell
4,285
-3,000
-41% -$156K 0.01% 289
2023
Q1 		$378K Hold
7,285
– – 0.02% 231
2022
Q4 		$272K Hold
7,285
– – 0.02% 249
2022
Q3 		$230K Sell
7,285
-13,717
-65% -$523K 0.02% 260
2022
Q2 		$1.05M Buy
+21,002
New +$802K 0.09% 138
2020
Q4 		– Sell
-6,961
Closed -$228K – 284
2020
Q3 		$228K Sell
6,961
-2,339
-25% -$82.7K 0.02% 220
2020
Q2 		$307K Buy
+9,300
New +$233K 0.03% 184
2020
Q1 		– Sell
-10,500
Closed -$309K – 242
2019
Q4 		$309K Hold
10,500
– – 0.03% 197
2019
Q3 		$250K Buy
10,500
+2,200
+27% +$54.1K 0.03% 209
2019
Q2 		$227K Buy
8,300
+2,000
+32% +$65.2K 0.02% 234
2019
Q1 		$225K Buy
+6,300
New +$199K 0.02% 221

Edge Capital Group's FOCS Position: Q3 2023 in Review

Edge Capital Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 4,285 shares — an estimated $225K sold.

Edge Capital Group first reported a position in FOCS in Q1 2019 and held it in 11 quarters. The position peaked at $1.05M in Q2 2022. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Edge Capital Group reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Edge Capital Group sold 4,285 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $225K.
  • Edge Capital Group first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 11 quarters.
  • Edge Capital Group's Focus Financial Partners Inc. Class A position peaked at $1.05M in Q2 2022.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Edge Capital Group's 13F filing for Q3 2023, filed 13 Nov 2023.