Fort Point Capital Partners’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Fort Point Capital Partners’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	-10,000	Closed	-$525K	–	313
2023 Q2	$525K	Hold	10,000	–	–	0.07%	148
2023 Q1	$519K	Buy	+10,000	New	+$482K	0.08%	152

Fort Point Capital Partners's FOCS Position: Q3 2023 in Review

Fort Point Capital Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 10,000 shares — an estimated $525K sold.

Fort Point Capital Partners first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $525K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Fort Point Capital Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Fort Point Capital Partners sold 10,000 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $525K.
Fort Point Capital Partners first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
Fort Point Capital Partners's Focus Financial Partners Inc. Class A position peaked at $525K in Q2 2023.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Fort Point Capital Partners's 13F filing for Q3 2023, filed 8 Nov 2023.