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

Edgestream Partners’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	-70,021	Closed	-$3.68M	–	1028
2023 Q2	$3.68M	Buy	+70,021	New	+$3.65M	0.33%	45

Edgestream Partners's FOCS Position: Q3 2023 in Review

Edgestream Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 70,021 shares — an estimated $3.68M sold.

Edgestream Partners first reported a position in FOCS in Q2 2023 and held it in 1 quarter. The position peaked at $3.68M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Edgestream Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Edgestream Partners sold 70,021 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $3.68M.
Edgestream Partners first reported a position in Focus Financial Partners Inc. Class A in Q2 2023 and held it in 1 quarter.
Edgestream Partners's Focus Financial Partners Inc. Class A position peaked at $3.68M in Q2 2023.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Edgestream Partners's 13F filing for Q3 2023, filed 15 Nov 2023.