JFS Wealth Advisors’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 |
-20,030
| Closed | -$1.05M | – | 2022 |
|
|
2023
Q2 | $1.05M | Hold |
20,030
| – | – | 0.09% | 109 |
|
|
2023
Q1 | $1.04M | Hold |
20,030
| – | – | 0.1% | 110 |
|
|
2022
Q4 | $747K | Hold |
20,030
| – | – | 0.07% | 126 |
|
|
2022
Q3 | $631K | Hold |
20,030
| – | – | 0.07% | 134 |
|
|
2022
Q2 | $682K | Hold |
20,030
| – | – | 0.07% | 126 |
|
|
2022
Q1 | $916K | Hold |
20,030
| – | – | 0.09% | 122 |
|
|
2021
Q4 | $1.2M | Sell |
20,030
-2,150
| -10% | -$134K | 0.11% | 108 |
|
|
2021
Q3 | $1.16M | Hold |
22,180
| – | – | 0.12% | 107 |
|
|
2021
Q2 | $1.08M | Hold |
22,180
| – | – | 0.16% | 87 |
|
|
2021
Q1 | $923K | Buy |
22,180
+1,040
| +5% | +$50.4K | 0.19% | 78 |
|
|
2020
Q4 | $920K | Hold |
21,140
| – | – | 0.19% | 79 |
|
|
2020
Q3 | $693K | Hold |
21,140
| – | – | 0.16% | 79 |
|
|
2020
Q2 | $699K | Hold |
21,140
| – | – | 0.18% | 78 |
|
|
2020
Q1 | $486K | Hold |
21,140
| – | – | 0.15% | 84 |
|
|
2019
Q4 | $623K | Hold |
21,140
| – | – | 0.15% | 85 |
|
|
2019
Q3 | $503K | Hold |
21,140
| – | – | 0.13% | 91 |
|
|
2019
Q2 | $577K | Buy |
+21,140
| New | +$689K | 0.15% | 87 |
|
JFS Wealth Advisors's FOCS Position: Q3 2023 in Review
JFS Wealth Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 20,030 shares — an estimated $1.05M sold.
JFS Wealth Advisors first reported a position in FOCS in Q2 2019 and held it in 17 quarters. The position peaked at $1.2M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- JFS Wealth Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- JFS Wealth Advisors sold 20,030 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $1.05M.
- JFS Wealth Advisors first reported a position in Focus Financial Partners Inc. Class A in Q2 2019 and held it in 17 quarters.
- JFS Wealth Advisors's Focus Financial Partners Inc. Class A position peaked at $1.2M in Q4 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.