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

Marshall Wace’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	-155,771	Closed	-$8.18M	–	2848
2023 Q2	$8.18M	Buy	155,771 +31,978	+26%	+$1.67M	0.02%	826
2023 Q1	$6.42M	Buy	+123,793	New	+$5.97M	0.01%	880
2021 Q2	–	Sell	-294,863	Closed	-$12.3M	–	3263
2021 Q1	$12.3M	Buy	294,863 +232,689	+374%	+$11.3M	0.06%	351
2020 Q4	$2.71M	Sell	62,174 -183,722	-75%	-$7.37M	0.01%	815
2020 Q3	$8.06M	Buy	245,896 +90,264	+58%	+$3.19M	0.05%	358
2020 Q2	$5.14M	Sell	155,632 -3,483	-2%	-$87.2K	0.04%	458
2020 Q1	$3.66M	Sell	159,115 -13,999	-8%	-$372K	0.04%	462
2019 Q4	$5.1M	Sell	173,114 -161,809	-48%	-$4.14M	0.04%	527
2019 Q3	$7.97M	Buy	334,923 +280,627	+517%	+$6.9M	0.06%	357
2019 Q2	$1.48M	Sell	54,296 -6,757	-11%	-$220K	0.01%	851
2019 Q1	$2.18M	Buy	61,053 +47,414	+348%	+$1.49M	0.02%	713
2018 Q4	$359K	Buy	+13,639	New	+$476K	﹤0.01%	1193

Marshall Wace's FOCS Position: Q3 2023 in Review

Marshall Wace sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 155,771 shares — an estimated $8.18M sold.

Marshall Wace first reported a position in FOCS in Q4 2018 and held it in 12 quarters. The position peaked at $12.3M in Q1 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Marshall Wace reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Marshall Wace sold 155,771 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $8.18M.
Marshall Wace first reported a position in Focus Financial Partners Inc. Class A in Q4 2018 and held it in 12 quarters.
Marshall Wace's Focus Financial Partners Inc. Class A position peaked at $12.3M in Q1 2021.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Marshall Wace's 13F filing for Q3 2023, filed 14 Nov 2023.