Kavar Capital Partners Group’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 |
-39,935
| Closed | -$2.1M | – | 162 |
|
|
2023
Q2 | $2.1M | Hold |
39,935
| – | – | 0.45% | 63 |
|
|
2023
Q1 | $2.07M | Hold |
39,935
| – | – | 0.45% | 62 |
|
|
2022
Q4 | $1.49M | Hold |
39,935
| – | – | 0.34% | 72 |
|
|
2022
Q3 | $1.26M | Hold |
39,935
| – | – | 0.32% | 74 |
|
|
2022
Q2 | $1.36M | Sell |
39,935
-150
| -0.4% | -$5.73K | 0.32% | 75 |
|
|
2022
Q1 | $1.83M | Sell |
40,085
-1,350
| -3% | -$67.8K | 0.4% | 66 |
|
|
2021
Q4 | $2.47M | Sell |
41,435
-750
| -2% | -$46.7K | 0.51% | 56 |
|
|
2021
Q3 | $2.21M | Sell |
42,185
-250
| -0.6% | -$12.8K | 0.5% | 57 |
|
|
2021
Q2 | $2.06M | Sell |
42,435
-300
| -0.7% | -$14.5K | 0.5% | 61 |
|
|
2021
Q1 | $1.78M | Sell |
42,735
-750
| -2% | -$36.3K | 0.48% | 65 |
|
|
2020
Q4 | $1.89M | Buy |
43,485
+450
| +1% | +$18.1K | 0.54% | 57 |
|
|
2020
Q3 | $1.41M | Sell |
43,035
-1,460
| -3% | -$51.6K | 0.48% | 61 |
|
|
2020
Q2 | $1.47M | Sell |
44,495
-6,810
| -13% | -$170K | 0.56% | 57 |
|
|
2020
Q1 | $1.18M | Sell |
51,305
-33,480
| -39% | -$889K | 0.57% | 56 |
|
|
2019
Q4 | $2.5M | Buy |
84,785
+4,585
| +6% | +$117K | 0.93% | 38 |
|
|
2019
Q3 | $1.91M | Buy |
80,200
+79,200
| +7,920% | +$1.95M | 0.75% | 52 |
|
|
2019
Q2 | $27K | Buy |
+1,000
| New | +$32.6K | 0.01% | 283 |
|
Kavar Capital Partners Group's FOCS Position: Q3 2023 in Review
Kavar Capital Partners Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 39,935 shares — an estimated $2.1M sold.
Kavar Capital Partners Group first reported a position in FOCS in Q2 2019 and held it in 17 quarters. The position peaked at $2.5M in Q4 2019. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Kavar Capital Partners Group reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Kavar Capital Partners Group sold 39,935 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $2.1M.
- Kavar Capital Partners Group first reported a position in Focus Financial Partners Inc. Class A in Q2 2019 and held it in 17 quarters.
- Kavar Capital Partners Group's Focus Financial Partners Inc. Class A position peaked at $2.5M in Q4 2019.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Kavar Capital Partners Group's 13F filing for Q3 2023, filed 6 Nov 2023.