FOCS
Loomis, Sayles & Company’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 |
-412,435
| Closed | -$21.7M | – | 1045 |
|
|
2023
Q2 | $21.7M | Sell |
412,435
-3,813
| -0.9% | -$200K | 0.03% | 238 |
|
|
2023
Q1 | $21.6M | Sell |
416,248
-430,385
| -51% | -$22.3M | 0.04% | 225 |
|
|
2022
Q4 | $31.6M | Sell |
846,633
-20,253
| -2% | -$755K | 0.06% | 165 |
|
|
2022
Q3 | $27.3M | Sell |
866,886
-10,428
| -1% | -$329K | 0.06% | 176 |
|
|
2022
Q2 | $29.9M | Sell |
877,314
-4,460
| -0.5% | -$152K | 0.06% | 169 |
|
|
2022
Q1 | $40.3M | Sell |
881,774
-16,822
| -2% | -$769K | 0.05% | 168 |
|
|
2021
Q4 | $53.7M | Sell |
898,596
-24,232
| -3% | -$1.45M | 0.06% | 135 |
|
|
2021
Q3 | $48.3M | Sell |
922,828
-14,317
| -2% | -$750K | 0.06% | 154 |
|
|
2021
Q2 | $45.5M | Sell |
937,145
-18,992
| -2% | -$921K | 0.06% | 171 |
|
|
2021
Q1 | $39.8M | Sell |
956,137
-3,075
| -0.3% | -$128K | 0.05% | 191 |
|
|
2020
Q4 | $41.7M | Buy |
959,212
+123,830
| +15% | +$5.39M | 0.06% | 156 |
|
|
2020
Q3 | $27.4M | Buy |
+835,382
| New | +$27.4M | 0.04% | 185 |
|