FOCS
Kovitz Investment Group Partners’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 |
-32,225
| Closed | -$1.69M | – | 409 |
|
|
2023
Q2 | $1.69M | Sell |
32,225
-73,975
| -70% | -$3.88M | 0.02% | 251 |
|
|
2023
Q1 | $5.51M | Buy |
106,200
+88,600
| +503% | +$4.6M | 0.1% | 138 |
|
|
2022
Q4 | $656K | Hold |
17,600
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $555K | Hold |
17,600
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $599K | Hold |
17,600
| – | – | 0.01% | 324 |
|
|
2022
Q1 | $805K | Sell |
17,600
-43,467
| -71% | -$1.99M | 0.02% | 309 |
|
|
2021
Q4 | $2.66M | Buy |
61,067
+29,483
| +93% | +$1.28M | 0.06% | 186 |
|
|
2021
Q3 | $1.65M | Sell |
31,584
-79,591
| -72% | -$4.17M | 0.03% | 246 |
|
|
2021
Q2 | $5.39M | Sell |
111,175
-35,051
| -24% | -$1.7M | 0.11% | 142 |
|
|
2021
Q1 | $6.09M | Buy |
146,226
+85,159
| +139% | +$3.54M | 0.14% | 111 |
|
|
2020
Q4 | $2.66M | Sell |
61,067
-87,845
| -59% | -$3.82M | 0.06% | 183 |
|
|
2020
Q3 | $4.88M | Buy |
148,912
+92,446
| +164% | +$3.03M | 0.14% | 110 |
|
|
2020
Q2 | $1.87M | Sell |
56,466
-4,461
| -7% | -$147K | 0.06% | 191 |
|
|
2020
Q1 | $1.4M | Buy |
60,927
+15,000
| +33% | +$345K | 0.05% | 208 |
|
|
2019
Q4 | $1.35M | Sell |
45,927
-815
| -2% | -$24K | 0.04% | 231 |
|
|
2019
Q3 | $1.11M | Buy |
46,742
+15,000
| +47% | +$357K | 0.04% | 250 |
|
|
2019
Q2 | $867K | Buy |
31,742
+8,275
| +35% | +$226K | 0.03% | 277 |
|
|
2019
Q1 | $836K | Buy |
+23,467
| New | +$836K | 0.03% | 289 |
|