E
FOCS

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

Ergoteles’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
-85,693
Closed -$4.5M – 969
2023
Q2 		$4.5M Sell
85,693
-79,301
-48% -$4.13M 0.22% 113
2023
Q1 		$8.56M Buy
164,994
+158,994
+2,650% +$7.66M 0.33% 52
2022
Q4 		$224K Sell
6,000
-3,352
-36% -$119K 0.01% 1028
2022
Q3 		$295K Sell
9,352
-38,348
-80% -$1.46M 0.01% 990
2022
Q2 		$1.63M Buy
+47,700
New +$1.82M 0.05% 368
2022
Q1 		– Sell
-5,100
Closed -$305K – 1733
2021
Q4 		$305K Buy
+5,100
New +$317K 0.01% 847
2021
Q2 		– Sell
-15,600
Closed -$649K – 1745
2021
Q1 		$649K Buy
+15,600
New +$755K 0.02% 435

Ergoteles's FOCS Position: Q3 2023 in Review

Ergoteles sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 85,693 shares — an estimated $4.5M sold.

Ergoteles first reported a position in FOCS in Q1 2021 and held it in 7 quarters. The position peaked at $8.56M in Q1 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Ergoteles reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 85,693 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $4.5M.
  • Ergoteles first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 7 quarters.
  • Ergoteles's Focus Financial Partners Inc. Class A position peaked at $8.56M in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.