Morgan Stanley’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-390,614
| Closed | -$20.5M | – | 7771 |
|
|
2023
Q2 | $20.5M | Sell |
390,614
-165,043
| -30% | -$8.6M | ﹤0.01% | 2444 |
|
|
2023
Q1 | $28.8M | Buy |
555,657
+348,437
| +168% | +$16.8M | ﹤0.01% | 2047 |
|
|
2022
Q4 | $7.72M | Buy |
207,220
+58,882
| +40% | +$2.1M | ﹤0.01% | 3323 |
|
|
2022
Q3 | $4.67M | Sell |
148,338
-340,313
| -70% | -$13M | ﹤0.01% | 3756 |
|
|
2022
Q2 | $16.6M | Sell |
488,651
-571,357
| -54% | -$21.8M | ﹤0.01% | 2488 |
|
|
2022
Q1 | $48.5M | Sell |
1,060,008
-144,457
| -12% | -$7.25M | 0.01% | 1322 |
|
|
2021
Q4 | $71.9M | Buy |
1,204,465
+163,644
| +16% | +$10.2M | 0.01% | 1104 |
|
|
2021
Q3 | $54.5M | Sell |
1,040,821
-25,824
| -2% | -$1.32M | 0.01% | 1239 |
|
|
2021
Q2 | $51.7M | Sell |
1,066,645
-668,528
| -39% | -$32.3M | 0.01% | 1284 |
|
|
2021
Q1 | $72.2M | Buy |
1,735,173
+769,362
| +80% | +$37.2M | 0.01% | 941 |
|
|
2020
Q4 | $42M | Buy |
965,811
+700,944
| +265% | +$28.1M | 0.01% | 1212 |
|
|
2020
Q3 | $8.69M | Buy |
264,867
+60,971
| +30% | +$2.16M | ﹤0.01% | 2151 |
|
|
2020
Q2 | $6.74M | Buy |
203,896
+24,024
| +13% | +$601K | ﹤0.01% | 2361 |
|
|
2020
Q1 | $4.14M | Buy |
179,872
+138,044
| +330% | +$3.66M | ﹤0.01% | 2636 |
|
|
2019
Q4 | $1.23M | Buy |
41,828
+15,060
| +56% | +$385K | ﹤0.01% | 4390 |
|
|
2019
Q3 | $637K | Buy |
26,768
+10,054
| +60% | +$247K | ﹤0.01% | 4566 |
|
|
2019
Q2 | $457K | Sell |
16,714
-4,002
| -19% | -$130K | ﹤0.01% | 4649 |
|
|
2019
Q1 | $739K | Sell |
20,716
-9,286
| -31% | -$293K | ﹤0.01% | 4315 |
|
|
2018
Q4 | $791K | Sell |
30,002
-819
| -3% | -$28.6K | ﹤0.01% | 4456 |
|
|
2018
Q3 | $1.46M | Buy |
+30,821
| New | +$1.32M | ﹤0.01% | 4237 |
|