FOCS
Mawer Investment Management’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 |
-47,597
| Closed | -$2.5M | – | 106 |
|
|
2023
Q2 | $2.5M | Buy |
47,597
+4,037
| +9% | +$212K | 0.01% | 91 |
|
|
2023
Q1 | $2.26M | Buy |
43,560
+6,567
| +18% | +$341K | 0.01% | 91 |
|
|
2022
Q4 | $1.38M | Buy |
36,993
+6,656
| +22% | +$248K | 0.01% | 101 |
|
|
2022
Q3 | $956K | Buy |
30,337
+8,526
| +39% | +$269K | 0.01% | 99 |
|
|
2022
Q2 | $743K | Buy |
21,811
+5,112
| +31% | +$174K | ﹤0.01% | 95 |
|
|
2022
Q1 | $764K | Buy |
16,699
+5,593
| +50% | +$256K | ﹤0.01% | 100 |
|
|
2021
Q4 | $663K | Buy |
11,106
+7,268
| +189% | +$434K | ﹤0.01% | 107 |
|
|
2021
Q3 | $201K | Buy |
+3,838
| New | +$201K | ﹤0.01% | 110 |
|