Institutional & Family Asset 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
Q3 | – | Sell |
-5,514
| Closed | -$290K | – | 781 |
|
|
2023
Q2 | $290K | Hold |
5,514
| – | – | 0.05% | 126 |
|
|
2023
Q1 | $286K | Hold |
5,514
| – | – | 0.05% | 126 |
|
|
2022
Q4 | $206K | Hold |
5,514
| – | – | 0.03% | 138 |
|
|
2022
Q3 | $174K | Hold |
5,514
| – | – | 0.03% | 143 |
|
|
2022
Q2 | $188K | Hold |
5,514
| – | – | 0.03% | 138 |
|
|
2022
Q1 | $252K | Hold |
5,514
| – | – | 0.04% | 139 |
|
|
2021
Q4 | $329K | Sell |
5,514
-950
| -15% | -$59.1K | 0.05% | 134 |
|
|
2021
Q3 | $339K | Hold |
6,464
| – | – | 0.05% | 142 |
|
|
2021
Q2 | $314K | Sell |
6,464
-25,423
| -80% | -$1.23M | 0.05% | 141 |
|
|
2021
Q1 | $1.33M | Buy |
31,887
+23,959
| +302% | +$1.16M | 0.26% | 82 |
|
|
2020
Q4 | $345K | Hold |
7,928
| – | – | 0.07% | 136 |
|
|
2020
Q3 | $260K | Sell |
7,928
-100
| -1% | -$3.54K | 0.06% | 143 |
|
|
2020
Q2 | $265K | Hold |
8,028
| – | – | 0.05% | 148 |
|
|
2020
Q1 | $185K | Buy |
8,028
+61
| +0.8% | +$1.62K | 0.04% | 153 |
|
|
2019
Q4 | $235K | Buy |
7,967
+747
| +10% | +$19.1K | 0.05% | 152 |
|
|
2019
Q3 | $172K | Sell |
7,220
-400
| -5% | -$9.84K | 0.04% | 168 |
|
|
2019
Q2 | $208K | Sell |
7,620
-13,074
| -63% | -$426K | 0.05% | 165 |
|
|
2019
Q1 | $738K | Buy |
20,694
+20,344
| +5,813% | +$641K | 0.16% | 98 |
|
|
2018
Q4 | $9K | Buy |
+350
| New | +$12.2K | ﹤0.01% | 505 |
|
Institutional & Family Asset Management's FOCS Position: Q3 2023 in Review
Institutional & Family Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 5,514 shares — an estimated $290K sold.
Institutional & Family Asset Management first reported a position in FOCS in Q4 2018 and held it in 19 quarters. The position peaked at $1.33M in Q1 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Institutional & Family Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Institutional & Family Asset Management sold 5,514 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $290K.
- Institutional & Family Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2018 and held it in 19 quarters.
- Institutional & Family Asset Management's Focus Financial Partners Inc. Class A position peaked at $1.33M in Q1 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.