ET
FOCS

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

Equitable Trust’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
-8,398
Closed -$441K – 418
2023
Q2 		$441K Hold
8,398
– – 0.03% 277
2023
Q1 		$436K Sell
8,398
-8,902
-51% -$429K 0.03% 281
2022
Q4 		$645K Sell
17,300
-2,148
-11% -$76.4K 0.05% 226
2022
Q3 		$613K Buy
19,448
+2,868
+17% +$109K 0.05% 226
2022
Q2 		$565K Buy
16,580
+5,620
+51% +$215K 0.04% 238
2022
Q1 		$501K Buy
10,960
+169
+2% +$8.48K 0.03% 251
2021
Q4 		$644K Sell
10,791
-1,526
-12% -$95K 0.04% 217
2021
Q3 		$645K Buy
12,317
+251
+2% +$12.8K 0.04% 215
2021
Q2 		$585K Buy
12,066
+1,060
+10% +$51.1K 0.04% 233
2021
Q1 		$458K Buy
11,006
+2,783
+34% +$135K 0.03% 256
2020
Q4 		$358K Buy
+8,223
New +$330K 0.03% 275

Equitable Trust's FOCS Position: Q3 2023 in Review

Equitable Trust sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 8,398 shares — an estimated $441K sold.

Equitable Trust first reported a position in FOCS in Q4 2020 and held it in 11 quarters. The position peaked at $645K in Q3 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Equitable Trust reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Equitable Trust sold 8,398 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $441K.
  • Equitable Trust first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 11 quarters.
  • Equitable Trust's Focus Financial Partners Inc. Class A position peaked at $645K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Equitable Trust's 13F filing for Q3 2023, filed 6 Nov 2023.