Gardner Lewis Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Gardner Lewis Asset Management’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	-131,496	Closed	-$6.9M	–	79
2023 Q2	$6.9M	Buy	+131,496	New	+$6.85M	2.33%	15

Gardner Lewis Asset Management's FOCS Position: Q3 2023 in Review

Gardner Lewis Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 131,496 shares — an estimated $6.9M sold.

Gardner Lewis Asset Management first reported a position in FOCS in Q2 2023 and held it in 1 quarter. The position peaked at $6.9M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Gardner Lewis Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Gardner Lewis Asset Management sold 131,496 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $6.9M.
Gardner Lewis Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q2 2023 and held it in 1 quarter.
Gardner Lewis Asset Management's Focus Financial Partners Inc. Class A position peaked at $6.9M in Q2 2023.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Gardner Lewis Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.