NYLIM
FOCS

New York Life Investment Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

New York Life 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
-371,946
Closed -$19.5M – 1330
2023
Q2 		$19.5M Buy
371,946
+6,559
+2% +$342K 0.2% 97
2023
Q1 		$19M Buy
+365,387
New +$17.6M 0.21% 107

New York Life Investment Management's FOCS Position: Q3 2023 in Review

New York Life Investment Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 371,946 shares — an estimated $19.5M sold.

New York Life Investment Management first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $19.5M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • New York Life Investment Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • New York Life Investment Management sold 371,946 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $19.5M.
  • New York Life Investment Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
  • New York Life Investment Management's Focus Financial Partners Inc. Class A position peaked at $19.5M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on New York Life Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.