IFAM
FOCS
Institutional & Family Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,514
| Closed | -$290K | – | 780 |
|
|
2023
Q2 | $290K | Hold |
5,514
| – | – | 0.05% | 125 |
|
|
2023
Q1 | $286K | Hold |
5,514
| – | – | 0.05% | 125 |
|
|
2022
Q4 | $206K | Hold |
5,514
| – | – | 0.03% | 137 |
|
|
2022
Q3 | $174K | Hold |
5,514
| – | – | 0.03% | 142 |
|
|
2022
Q2 | $188K | Hold |
5,514
| – | – | 0.03% | 137 |
|
|
2022
Q1 | $252K | Hold |
5,514
| – | – | 0.04% | 138 |
|
|
2021
Q4 | $329K | Sell |
5,514
-950
| -15% | -$56.7K | 0.05% | 133 |
|
|
2021
Q3 | $339K | Hold |
6,464
| – | – | 0.05% | 141 |
|
|
2021
Q2 | $314K | Sell |
6,464
-25,423
| -80% | -$1.23M | 0.05% | 140 |
|
|
2021
Q1 | $1.33M | Buy |
31,887
+23,959
| +302% | +$997K | 0.26% | 81 |
|
|
2020
Q4 | $345K | Hold |
7,928
| – | – | 0.07% | 135 |
|
|
2020
Q3 | $260K | Sell |
7,928
-100
| -1% | -$3.28K | 0.06% | 141 |
|
|
2020
Q2 | $265K | Hold |
8,028
| – | – | 0.05% | 147 |
|
|
2020
Q1 | $185K | Buy |
8,028
+61
| +0.8% | +$1.41K | 0.04% | 151 |
|
|
2019
Q4 | $235K | Buy |
7,967
+747
| +10% | +$22K | 0.05% | 151 |
|
|
2019
Q3 | $172K | Sell |
7,220
-400
| -5% | -$9.53K | 0.04% | 167 |
|
|
2019
Q2 | $208K | Sell |
7,620
-13,074
| -63% | -$357K | 0.05% | 164 |
|
|
2019
Q1 | $738K | Buy |
20,694
+20,344
| +5,813% | +$726K | 0.16% | 97 |
|
|
2018
Q4 | $9K | Buy |
+350
| New | +$9K | ﹤0.01% | 504 |
|