Harbor Investment Advisory’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Harbor Investment Advisory’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	-1,619	Closed	-$85K	–	1379
2023 Q2	$85K	Hold	1,619	–	–	0.01%	548
2023 Q1	$84K	Hold	1,619	–	–	0.01%	546
2022 Q4	$60.3K	Buy	1,619 +575	+55%	+$20.5K	0.01%	647
2022 Q3	$33K	Buy	1,044 +645	+162%	+$24.6K	0.01%	798
2022 Q2	$14K	Buy	+399	New	+$15.2K	﹤0.01%	981

Harbor Investment Advisory's FOCS Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 1,619 shares — an estimated $85K sold.

Harbor Investment Advisory first reported a position in FOCS in Q2 2022 and held it in 5 quarters. The position peaked at $85K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Harbor Investment Advisory reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 1,619 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $85K.
Harbor Investment Advisory first reported a position in Focus Financial Partners Inc. Class A in Q2 2022 and held it in 5 quarters.
Harbor Investment Advisory's Focus Financial Partners Inc. Class A position peaked at $85K in Q2 2023.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.