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

HoyleCohen’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
2022 Q4	–	Sell	-5,000	Closed	-$158K	–	271
2022 Q3	$158K	Sell	5,000 -25,000	-83%	-$954K	0.02%	248
2022 Q2	$1.02M	Buy	+30,000	New	+$1.15M	0.11%	131

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.