Envestnet Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$856K | ﹤0.01% | 2606 |
|
|
2023
Q1 | $1.45M | Sell |
39,412
-3,095
| -7% | -$114K | ﹤0.01% | 2407 |
|
|
2022
Q4 | $1.58M | Buy |
42,507
+1,419
| +3% | +$52.9K | ﹤0.01% | 2322 |
|
|
2022
Q3 | $1.3M | Sell |
41,088
-18,578
| -31% | -$586K | ﹤0.01% | 2355 |
|
|
2022
Q2 | $2.03M | Sell |
59,666
-846
| -1% | -$28.8K | ﹤0.01% | 2099 |
|
|
2022
Q1 | $2.77M | Buy |
60,512
+8,883
| +17% | +$406K | ﹤0.01% | 2002 |
|
|
2021
Q4 | $3.08M | Buy |
51,629
+5,949
| +13% | +$355K | ﹤0.01% | 1885 |
|
|
2021
Q3 | $2.39M | Buy |
45,680
+3,539
| +8% | +$185K | ﹤0.01% | 1978 |
|
|
2021
Q2 | $2.04M | Buy |
42,141
+10,592
| +34% | +$514K | ﹤0.01% | 2040 |
|
|
2021
Q1 | $1.31M | Buy |
+31,549
| New | +$1.31M | ﹤0.01% | 2208 |
|