Fidelity Investments’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 |
-13,415
| Closed | -$704K | – | 5623 |
|
|
2023
Q2 | $704K | Sell |
13,415
-572,936
| -98% | -$29.8M | ﹤0.01% | 2560 |
|
|
2023
Q1 | $30.4M | Sell |
586,351
-2,384,986
| -80% | -$115M | ﹤0.01% | 1438 |
|
|
2022
Q4 | $111M | Buy |
2,971,337
+1,913,404
| +181% | +$68.1M | 0.01% | 932 |
|
|
2022
Q3 | $33.3M | Buy |
1,057,933
+13,163
| +1% | +$502K | ﹤0.01% | 1410 |
|
|
2022
Q2 | $35.6M | Buy |
1,044,770
+154,958
| +17% | +$5.92M | ﹤0.01% | 1412 |
|
|
2022
Q1 | $40.7M | Sell |
889,812
-68,370
| -7% | -$3.43M | ﹤0.01% | 1486 |
|
|
2021
Q4 | $57.2M | Buy |
958,182
+163,597
| +21% | +$10.2M | ﹤0.01% | 1371 |
|
|
2021
Q3 | $41.6M | Buy |
794,585
+147,645
| +23% | +$7.54M | ﹤0.01% | 1494 |
|
|
2021
Q2 | $31.4M | Buy |
646,940
+123,775
| +24% | +$5.97M | ﹤0.01% | 1646 |
|
|
2021
Q1 | $21.8M | Sell |
523,165
-102,600
| -16% | -$4.97M | ﹤0.01% | 1767 |
|
|
2020
Q4 | $27.2M | Buy |
+625,765
| New | +$25.1M | ﹤0.01% | 1576 |
|
|
2019
Q3 | – | Sell |
-2,254,527
| Closed | -$61.6M | – | 4348 |
|
|
2019
Q2 | $61.6M | Buy |
2,254,527
+437,827
| +24% | +$14.3M | 0.01% | 1124 |
|
|
2019
Q1 | $64.7M | Buy |
1,816,700
+414,500
| +30% | +$13.1M | 0.01% | 1101 |
|
|
2018
Q4 | $36.9M | Buy |
1,402,200
+3,300
| +0.2% | +$115K | 0.01% | 1290 |
|
|
2018
Q3 | $66.4M | Buy |
+1,398,900
| New | +$59.7M | 0.01% | 1132 |
|
Fidelity Investments's FOCS Position: Q3 2023 in Review
Fidelity Investments sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 13,415 shares — an estimated $704K sold.
Fidelity Investments first reported a position in FOCS in Q3 2018 and held it in 15 quarters. The position peaked at $111M in Q4 2022. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Fidelity Investments reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Fidelity Investments sold 13,415 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $704K.
- Fidelity Investments first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 15 quarters.
- Fidelity Investments's Focus Financial Partners Inc. Class A position peaked at $111M in Q4 2022.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.