IWC
FOCS

Integrated Wealth Concepts’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Integrated Wealth Concepts’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
-5,976
Closed -$314K – 1647
2023
Q2 		$314K Buy
+5,976
New +$311K 0.01% 1199

Integrated Wealth Concepts's FOCS Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 5,976 shares — an estimated $314K sold.

Integrated Wealth Concepts first reported a position in FOCS in Q2 2023 and held it in 1 quarter. The position peaked at $314K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,976 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $314K.
  • Integrated Wealth Concepts first reported a position in Focus Financial Partners Inc. Class A in Q2 2023 and held it in 1 quarter.
  • Integrated Wealth Concepts's Focus Financial Partners Inc. Class A position peaked at $314K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.