Envestnet Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $2.03M | Sell |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | $2.39M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.31M | Buy |
|