MAP
FOCS
Moody Aldrich Partners’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
Q1 | – | Sell |
-159,213
| Closed | -$5.93M | – | 181 |
|
|
2022
Q4 | $5.93M | Sell |
159,213
-68,458
| -30% | -$2.55M | 1.2% | 26 |
|
|
2022
Q3 | $7.17M | Sell |
227,671
-247,903
| -52% | -$7.81M | 1.48% | 16 |
|
|
2022
Q2 | $16.2M | Sell |
475,574
-68,051
| -13% | -$2.32M | 3.18% | 1 |
|
|
2022
Q1 | $24.9M | Buy |
543,625
+181,168
| +50% | +$8.29M | 3.5% | 1 |
|
|
2021
Q4 | $21.6M | Sell |
362,457
-89,414
| -20% | -$5.34M | 3.02% | 2 |
|
|
2021
Q3 | $23.7M | Buy |
451,871
+62,982
| +16% | +$3.3M | 3% | 1 |
|
|
2021
Q2 | $18.9M | Buy |
388,889
+29,437
| +8% | +$1.43M | 2.65% | 1 |
|
|
2021
Q1 | $15M | Buy |
359,452
+33,131
| +10% | +$1.38M | 2.16% | 3 |
|
|
2020
Q4 | $14.2M | Buy |
326,321
+61,165
| +23% | +$2.66M | 2.29% | 2 |
|
|
2020
Q3 | $8.69M | Buy |
+265,156
| New | +$8.69M | 1.82% | 4 |
|