Mariner’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Mariner’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	-5,046	Closed	-$265K	–	3056
2023 Q2	$265K	Buy	5,046 +98	+2%	+$5.11K	﹤0.01%	2226
2023 Q1	$257K	Sell	4,948 -1,575	-24%	-$75.9K	﹤0.01%	2197
2022 Q4	$243K	Sell	6,523 -1,079	-14%	-$38.4K	﹤0.01%	2210
2022 Q3	$240K	Buy	+7,602	New	+$290K	﹤0.01%	1929
2020 Q2	–	Sell	-153,469	Closed	-$3.53M	–	766
2020 Q1	$3.53M	Buy	153,469 +1,044	+0.7%	+$27.7K	0.04%	286
2019 Q4	$4.49M	Buy	152,425 +2,005	+1%	+$51.3K	0.05%	271
2019 Q3	$3.58M	Buy	150,420 +25,070	+20%	+$617K	0.04%	285
2019 Q2	$3.42M	Hold	125,350	–	–	0.04%	304
2019 Q1	$4.47M	Hold	125,350	–	–	0.06%	255
2018 Q4	$3.3M	Buy	+125,350	New	+$4.37M	0.06%	258

Mariner's FOCS Position: Q3 2023 in Review

Mariner sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 5,046 shares — an estimated $265K sold.

Mariner first reported a position in FOCS in Q4 2018 and held it in 10 quarters. The position peaked at $4.49M in Q4 2019. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Mariner reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Mariner sold 5,046 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $265K.
Mariner first reported a position in Focus Financial Partners Inc. Class A in Q4 2018 and held it in 10 quarters.
Mariner's Focus Financial Partners Inc. Class A position peaked at $4.49M in Q4 2019.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Mariner's 13F filing for Q3 2023, filed 13 Nov 2023.