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

HSBC Holdings’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	-231,869	Closed	-$12.2M	–	2915
2023 Q2	$12.2M	Sell	231,869 -11,464	-5%	-$597K	0.01%	761
2023 Q1	$12.6M	Buy	+243,333	New	+$11.7M	0.02%	761
2022 Q2	–	Sell	-4,470	Closed	-$206K	–	3512
2022 Q1	$206K	Sell	4,470 -1,202	-21%	-$60.3K	﹤0.01%	2985
2021 Q4	$341K	Buy	+5,672	New	+$353K	﹤0.01%	2700
2019 Q4	–	Sell	-10,804	Closed	-$257K	–	3235
2019 Q3	$257K	Buy	+10,804	New	+$266K	﹤0.01%	2736

HSBC Holdings's FOCS Position: Q3 2023 in Review

HSBC Holdings sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 231,869 shares — an estimated $12.2M sold.

HSBC Holdings first reported a position in FOCS in Q3 2019 and held it in 5 quarters. The position peaked at $12.6M in Q1 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

HSBC Holdings reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
HSBC Holdings sold 231,869 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $12.2M.
HSBC Holdings first reported a position in Focus Financial Partners Inc. Class A in Q3 2019 and held it in 5 quarters.
HSBC Holdings's Focus Financial Partners Inc. Class A position peaked at $12.6M in Q1 2023.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on HSBC Holdings's 13F filing for Q3 2023, filed 13 Nov 2023.