GYL Financial Synergies’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 |
-10,114
| Closed | -$531K | – | 350 |
|
|
2023
Q2 | $531K | Hold |
10,114
| – | – | 0.05% | 235 |
|
|
2023
Q1 | $525K | Hold |
10,114
| – | – | 0.06% | 183 |
|
|
2022
Q4 | $377K | Sell |
10,114
-886
| -8% | -$31.5K | 0.08% | 154 |
|
|
2022
Q3 | $347K | Hold |
11,000
| – | – | 0.09% | 137 |
|
|
2022
Q2 | $375K | Hold |
11,000
| – | – | 0.1% | 129 |
|
|
2022
Q1 | $503K | Sell |
11,000
-38,454
| -78% | -$1.93M | 0.12% | 109 |
|
|
2021
Q4 | $2.95M | Hold |
49,454
| – | – | 0.8% | 22 |
|
|
2021
Q3 | $2.59M | Sell |
49,454
-2,200
| -4% | -$112K | 1.32% | 16 |
|
|
2021
Q2 | $2.5M | Hold |
51,654
| – | – | 1.29% | 15 |
|
|
2021
Q1 | $2.15M | Sell |
51,654
-13,557
| -21% | -$656K | 1.18% | 17 |
|
|
2020
Q4 | $2.84M | Sell |
65,211
-13,201
| -17% | -$530K | 1.63% | 11 |
|
|
2020
Q3 | $2.57M | Sell |
78,412
-32,694
| -29% | -$1.16M | 1.69% | 12 |
|
|
2020
Q2 | $3.67M | Sell |
111,106
-9,905
| -8% | -$248K | 2.66% | 6 |
|
|
2020
Q1 | $2.78M | Sell |
121,011
-1,550
| -1% | -$41.1K | 1.78% | 11 |
|
|
2019
Q4 | $3.61M | Sell |
122,561
-500
| -0.4% | -$12.8K | 1.6% | 10 |
|
|
2019
Q3 | $2.93M | Hold |
123,061
| – | – | 1.46% | 10 |
|
|
2019
Q2 | $3.36M | Hold |
123,061
| – | – | 1.78% | 10 |
|
|
2019
Q1 | $4.39M | Buy |
+123,061
| New | +$3.88M | 2.46% | 8 |
|
GYL Financial Synergies's FOCS Position: Q3 2023 in Review
GYL Financial Synergies sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 10,114 shares — an estimated $531K sold.
GYL Financial Synergies first reported a position in FOCS in Q1 2019 and held it in 18 quarters. The position peaked at $4.39M in Q1 2019. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- GYL Financial Synergies reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- GYL Financial Synergies sold 10,114 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $531K.
- GYL Financial Synergies first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 18 quarters.
- GYL Financial Synergies's Focus Financial Partners Inc. Class A position peaked at $4.39M in Q1 2019.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on GYL Financial Synergies's 13F filing for Q3 2023, filed 6 Nov 2023.