EMCIP
FOCS
Ewing Morris & Co Investment Partners’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
Q2 | – | Sell |
-78,660
| Closed | -$4.08M | – | 30 |
|
|
2023
Q1 | $4.08M | Sell |
78,660
-160,911
| -67% | -$8.35M | 3.22% | 14 |
|
|
2022
Q4 | $8.93M | Hold |
239,571
| – | – | 10.77% | 4 |
|
|
2022
Q3 | $7.55M | Buy |
239,571
+21,275
| +10% | +$670K | 9.87% | 4 |
|
|
2022
Q2 | $9.57M | Buy |
218,296
+8,000
| +4% | +$351K | 6.49% | 5 |
|
|
2022
Q1 | $12M | Buy |
210,296
+97,233
| +86% | +$5.56M | 7.51% | 5 |
|
|
2021
Q4 | $8.54M | Buy |
+113,063
| New | +$8.54M | 5.83% | 6 |
|