Hollencrest Capital Management’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
Q2
Sell
-150
Closed -$7.78K 1191
2023
Q1
$7.78K Hold
150
﹤0.01% 781
2022
Q4
$5.59K Buy
+150
New +$5.34K ﹤0.01% 807

Other funds holding FOCS

Hollencrest Capital Management's FOCS Position: Q2 2023 in Review

Hollencrest Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 150 shares — an estimated $7.78K sold.

Hollencrest Capital Management first reported a position in FOCS in Q4 2022 and held it in 2 quarters. The position peaked at $7.78K in Q1 2023. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

  • Hollencrest Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • Hollencrest Capital Management sold 150 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $7.78K.
  • Hollencrest Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2022 and held it in 2 quarters.
  • Hollencrest Capital Management's Focus Financial Partners Inc. Class A position peaked at $7.78K in Q1 2023.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on Hollencrest Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.