GC
FOCS

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

Guggenheim Capital’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
-11,294
Closed -$593K – 1941
2023
Q2 		$593K Buy
11,294
+4,383
+63% +$228K ﹤0.01% 1395
2023
Q1 		$358K Buy
+6,911
New +$333K ﹤0.01% 1627

Guggenheim Capital's FOCS Position: Q3 2023 in Review

Guggenheim Capital sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 11,294 shares — an estimated $593K sold.

Guggenheim Capital first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $593K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Guggenheim Capital reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Guggenheim Capital sold 11,294 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $593K.
  • Guggenheim Capital first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
  • Guggenheim Capital's Focus Financial Partners Inc. Class A position peaked at $593K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Guggenheim Capital's 13F filing for Q3 2023, filed 14 Nov 2023.