Mawer Investment Management
FOCS

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

Mawer 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
-47,597
Closed -$2.5M – 106
2023
Q2 		$2.5M Buy
47,597
+4,037
+9% +$210K 0.01% 91
2023
Q1 		$2.26M Buy
43,560
+6,567
+18% +$316K 0.01% 91
2022
Q4 		$1.38M Buy
36,993
+6,656
+22% +$237K 0.01% 101
2022
Q3 		$956K Buy
30,337
+8,526
+39% +$325K 0.01% 99
2022
Q2 		$743K Buy
21,811
+5,112
+31% +$195K ﹤0.01% 95
2022
Q1 		$764K Buy
16,699
+5,593
+50% +$281K ﹤0.01% 100
2021
Q4 		$663K Buy
11,106
+7,268
+189% +$452K ﹤0.01% 107
2021
Q3 		$201K Buy
+3,838
New +$196K ﹤0.01% 110

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

Mawer Investment Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 47,597 shares — an estimated $2.5M sold.

Mawer Investment Management first reported a position in FOCS in Q3 2021 and held it in 8 quarters. The position peaked at $2.5M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Mawer Investment Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Mawer Investment Management sold 47,597 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $2.5M.
  • Mawer Investment Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2021 and held it in 8 quarters.
  • Mawer Investment Management's Focus Financial Partners Inc. Class A position peaked at $2.5M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Mawer Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.