HoyleCohen’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 |
-49,737
| Closed | -$2.61M | – | 267 |
|
|
2023
Q2 | $2.61M | Sell |
49,737
-1,770
| -3% | -$92.2K | 0.23% | 92 |
|
|
2023
Q1 | $2.67M | Sell |
51,507
-5,528
| -10% | -$266K | 0.25% | 89 |
|
|
2022
Q4 | $2.13M | Buy |
57,035
+40
| +0.1% | +$1.42K | 0.21% | 101 |
|
|
2022
Q3 | $1.8M | Hold |
56,995
| – | – | 0.2% | 102 |
|
|
2022
Q2 | $1.94M | Sell |
56,995
-10,000
| -15% | -$382K | 0.2% | 102 |
|
|
2022
Q1 | $3.06M | Hold |
66,995
| – | – | 0.26% | 90 |
|
|
2021
Q4 | $4M | Buy |
66,995
+45,408
| +210% | +$2.83M | 0.33% | 79 |
|
|
2021
Q3 | $1.13M | Sell |
21,587
-36,900
| -63% | -$1.89M | 0.11% | 131 |
|
|
2021
Q2 | $2.84K | Sell |
58,487
-1,606
| -3% | -$77.5K | 0.22% | 93 |
|
|
2021
Q1 | $2.5M | Buy |
60,093
+5,088
| +9% | +$246K | 0.25% | 95 |
|
|
2020
Q4 | $2.39M | Buy |
55,005
+110
| +0.2% | +$4.41K | 0.28% | 93 |
|
|
2020
Q3 | $1.8M | Sell |
54,895
-2,307
| -4% | -$81.6K | 0.26% | 83 |
|
|
2020
Q2 | $1.89M | Buy |
57,202
+15
| +0% | +$375 | 0.32% | 77 |
|
|
2020
Q1 | $1.32M | Buy |
57,187
+2,000
| +4% | +$53.1K | 0.26% | 84 |
|
|
2019
Q4 | $1.63M | Sell |
55,187
-25,000
| -31% | -$639K | 0.26% | 84 |
|
|
2019
Q3 | $1.91M | Hold |
80,187
| – | – | 0.33% | 75 |
|
|
2019
Q2 | $2.19M | Sell |
80,187
-2,354
| -3% | -$76.7K | 0.38% | 67 |
|
|
2019
Q1 | $2.94M | Buy |
+82,541
| New | +$2.6M | 0.52% | 54 |
|
HoyleCohen's FOCS Position: Q3 2023 in Review
HoyleCohen sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 49,737 shares — an estimated $2.61M sold.
HoyleCohen first reported a position in FOCS in Q1 2019 and held it in 18 quarters. The position peaked at $4M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- HoyleCohen reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- HoyleCohen sold 49,737 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $2.61M.
- HoyleCohen first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 18 quarters.
- HoyleCohen's Focus Financial Partners Inc. Class A position peaked at $4M in Q4 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on HoyleCohen's 13F filing for Q3 2023, filed 2 Nov 2023.