Envestnet Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Envestnet Asset Management’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	-23,102	Closed	-$1.21M	–	4201
2023 Q2	$1.21M	Sell	23,102 -16,310	-41%	-$850K	﹤0.01%	2606
2023 Q1	$1.45M	Sell	39,412 -3,095	-7%	-$149K	﹤0.01%	2407
2022 Q4	$1.58M	Buy	42,507 +1,419	+3%	+$50.5K	﹤0.01%	2322
2022 Q3	$1.29M	Sell	41,088 -18,578	-31%	-$709K	﹤0.01%	2355
2022 Q2	$2.03M	Sell	59,666 -846	-1%	-$32.3K	﹤0.01%	2099
2022 Q1	$2.77M	Buy	60,512 +8,883	+17%	+$446K	﹤0.01%	2002
2021 Q4	$3.08M	Buy	51,629 +5,949	+13%	+$370K	﹤0.01%	1885
2021 Q3	$2.39M	Buy	45,680 +3,539	+8%	+$181K	﹤0.01%	1978
2021 Q2	$2.04M	Buy	42,141 +10,592	+34%	+$511K	﹤0.01%	2040
2021 Q1	$1.31M	Buy	+31,549	New	+$1.53M	﹤0.01%	2208

Envestnet Asset Management's FOCS Position: Q3 2023 in Review

Envestnet Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 23,102 shares — an estimated $1.21M sold.

Envestnet Asset Management first reported a position in FOCS in Q1 2021 and held it in 10 quarters. The position peaked at $3.08M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Envestnet Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Envestnet Asset Management sold 23,102 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $1.21M.
Envestnet Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 10 quarters.
Envestnet Asset Management's Focus Financial Partners Inc. Class A position peaked at $3.08M in Q4 2021.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.