Franklin Resources’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
-9,865
Closed -$518K 2835
2023
Q2
$518K Buy
9,865
+296
+3% +$15.4K ﹤0.01% 1958
2023
Q1
$496K Sell
9,569
-9,850
-51% -$475K ﹤0.01% 1704
2022
Q4
$724K Buy
19,419
+866
+5% +$30.8K ﹤0.01% 1600
2022
Q3
$585K Buy
18,553
+240
+1% +$9.16K ﹤0.01% 1649
2022
Q2
$623K Sell
18,313
-32
-0.2% -$1.22K ﹤0.01% 1657
2022
Q1
$839K Buy
18,345
+16
+0.1% +$803 ﹤0.01% 1665
2021
Q4
$1.09M Sell
18,329
-2,905
-14% -$181K ﹤0.01% 1640
2021
Q3
$1.11M Buy
+21,234
New +$1.08M ﹤0.01% 1602
2019
Q2
Sell
-16,500
Closed -$588K 1590
2019
Q1
$588K Sell
16,500
-246,000
-94% -$7.75M ﹤0.01% 1305
2018
Q4
$6.91M Buy
262,500
+2,800
+1% +$97.7K ﹤0.01% 941
2018
Q3
$12.3M Buy
+259,700
New +$11.1M 0.01% 893

Franklin Resources's FOCS Position: Q3 2023 in Review

Franklin Resources sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 9,865 shares — an estimated $518K sold.

Franklin Resources first reported a position in FOCS in Q3 2018 and held it in 11 quarters. The position peaked at $12.3M in Q3 2018. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Franklin Resources reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Franklin Resources sold 9,865 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $518K.
  • Franklin Resources first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 11 quarters.
  • Franklin Resources's Focus Financial Partners Inc. Class A position peaked at $12.3M in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Franklin Resources's 13F filing for Q3 2023, filed 13 Nov 2023.