LIM
FOCS

Longfellow Investment Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Longfellow Investment Management’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
-1,328
Closed -$69.7K – 273
2023
Q2 		$69.7K Hold
1,328
– – 0.02% 145
2023
Q1 		$68.9K Buy
+1,328
New +$64K 0.02% 155

Longfellow Investment Management's FOCS Position: Q3 2023 in Review

Longfellow Investment Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 1,328 shares — an estimated $69.7K sold.

Longfellow Investment Management first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $69.7K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Longfellow Investment Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Longfellow Investment Management sold 1,328 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $69.7K.
  • Longfellow Investment Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
  • Longfellow Investment Management's Focus Financial Partners Inc. Class A position peaked at $69.7K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Longfellow Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.