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

Fiduciary Group’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	-60,600	Closed	-$3.18M	–	248
2023 Q2	$3.18M	Sell	60,600 -20,100	-25%	-$1.05M	0.39%	67
2023 Q1	$4.19M	Sell	80,700 -22,600	-22%	-$1.09M	0.54%	50
2022 Q4	$3.85M	Sell	103,300 -11,800	-10%	-$420K	0.51%	54
2022 Q3	$4.55M	Sell	115,100 -7,900	-6%	-$301K	0.59%	50
2022 Q2	$5.26M	Sell	123,000 -8,000	-6%	-$306K	0.66%	46
2022 Q1	$4.48M	Sell	131,000 -15,650	-11%	-$786K	0.59%	48
2021 Q4	$8.76M	Buy	146,650 +17,450	+14%	+$1.09M	0.97%	33
2021 Q3	$8.07M	Buy	129,200 +11,050	+9%	+$565K	0.92%	36
2021 Q2	$6.1M	Sell	118,150 -22,950	-16%	-$1.11M	0.71%	44
2021 Q1	$6.64M	Buy	+141,100	New	+$6.83M	0.81%	39

Fiduciary Group's FOCS Position: Q3 2023 in Review

Fiduciary Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 60,600 shares — an estimated $3.18M sold.

Fiduciary Group first reported a position in FOCS in Q1 2021 and held it in 10 quarters. The position peaked at $8.76M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Fiduciary Group reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Fiduciary Group sold 60,600 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $3.18M.
Fiduciary Group first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 10 quarters.
Fiduciary Group's Focus Financial Partners Inc. Class A position peaked at $8.76M in Q4 2021.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Fiduciary Group's 13F filing for Q3 2023, filed 13 Nov 2023.