Kovitz Investment Group Partners
FOCS

Kovitz Investment Group Partners’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Kovitz Investment Group Partners’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
-32,225
Closed -$1.69M – 413
2023
Q2 		$1.69M Sell
32,225
-73,975
-70% -$3.85M 0.02% 253
2023
Q1 		$5.51M Buy
106,200
+88,600
+503% +$4.27M 0.1% 138
2022
Q4 		$656K Hold
17,600
– – 0.01% 320
2022
Q3 		$555K Hold
17,600
– – 0.01% 317
2022
Q2 		$599K Hold
17,600
– – 0.01% 325
2022
Q1 		$805K Sell
17,600
-43,467
-71% -$2.18M 0.02% 312
2021
Q4 		$2.66M Buy
61,067
+29,483
+93% +$1.84M 0.06% 187
2021
Q3 		$1.65M Sell
31,584
-79,591
-72% -$4.07M 0.03% 247
2021
Q2 		$5.39M Sell
111,175
-35,051
-24% -$1.69M 0.11% 144
2021
Q1 		$6.09M Buy
146,226
+85,159
+139% +$4.12M 0.14% 111
2020
Q4 		$2.66M Sell
61,067
-87,845
-59% -$3.52M 0.06% 183
2020
Q3 		$4.88M Buy
148,912
+92,446
+164% +$3.27M 0.14% 111
2020
Q2 		$1.87M Sell
56,466
-4,461
-7% -$112K 0.06% 191
2020
Q1 		$1.4M Buy
60,927
+15,000
+33% +$398K 0.05% 210
2019
Q4 		$1.35M Sell
45,927
-815
-2% -$20.8K 0.04% 233
2019
Q3 		$1.11M Buy
46,742
+15,000
+47% +$369K 0.04% 252
2019
Q2 		$867K Buy
31,742
+8,275
+35% +$270K 0.03% 279
2019
Q1 		$836K Buy
+23,467
New +$740K 0.03% 291

Kovitz Investment Group Partners's FOCS Position: Q3 2023 in Review

Kovitz Investment Group Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 32,225 shares — an estimated $1.69M sold.

Kovitz Investment Group Partners first reported a position in FOCS in Q1 2019 and held it in 18 quarters. The position peaked at $6.09M in Q1 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Kovitz Investment Group Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 32,225 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $1.69M.
  • Kovitz Investment Group Partners first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 18 quarters.
  • Kovitz Investment Group Partners's Focus Financial Partners Inc. Class A position peaked at $6.09M in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2023, filed 9 Nov 2023.