FourThought Financial Partners’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
-8,000
Closed -$420K 336
2023
Q2
$420K Hold
8,000
0.06% 209
2023
Q1
$415K Buy
+8,000
New +$386K 0.06% 208

FourThought Financial Partners's FOCS Position: Q3 2023 in Review

FourThought Financial Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 8,000 shares — an estimated $420K sold.

FourThought Financial Partners first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $420K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • FourThought Financial Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 8,000 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $420K.
  • FourThought Financial Partners first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
  • FourThought Financial Partners's Focus Financial Partners Inc. Class A position peaked at $420K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on FourThought Financial Partners's 13F filing for Q3 2023, filed 13 Nov 2023.