Nisa Investment Advisors
FOCS

Nisa Investment Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Nisa Investment Advisors’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
-1,077
Closed -$56.6K – 2875
2023
Q2 		$56.6K Sell
1,077
-230
-18% -$12K ﹤0.01% 1713
2023
Q1 		$68K Hold
1,307
– – ﹤0.01% 1621
2022
Q4 		$49K Hold
1,307
– – ﹤0.01% 1783
2022
Q3 		$45K Buy
1,307
+42
+3% +$1.6K ﹤0.01% 1783
2022
Q2 		$43K Buy
1,265
+900
+247% +$34.4K ﹤0.01% 1784
2022
Q1 		$17K Sell
365
-160
-30% -$8.03K ﹤0.01% 2100
2021
Q4 		$26K Hold
525
– – ﹤0.01% 1882
2021
Q3 		$27 Hold
525
– – ﹤0.01% 2039
2021
Q2 		$25 Sell
525
-1,600
-75% -$77.2K ﹤0.01% 2098
2021
Q1 		$88 Hold
2,125
– – ﹤0.01% 1805
2020
Q4 		$92K Hold
2,125
– – ﹤0.01% 1769
2020
Q3 		$70K Buy
2,125
+170
+9% +$6.01K ﹤0.01% 1665
2020
Q2 		$65K Buy
1,955
+35
+2% +$876 ﹤0.01% 1540
2020
Q1 		$44K Buy
+1,920
New +$51K ﹤0.01% 1554

Nisa Investment Advisors's FOCS Position: Q3 2023 in Review

Nisa Investment Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 1,077 shares — an estimated $56.6K sold.

Nisa Investment Advisors first reported a position in FOCS in Q1 2020 and held it in 14 quarters. The position peaked at $92K in Q4 2020. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Nisa Investment Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 1,077 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $56.6K.
  • Nisa Investment Advisors first reported a position in Focus Financial Partners Inc. Class A in Q1 2020 and held it in 14 quarters.
  • Nisa Investment Advisors's Focus Financial Partners Inc. Class A position peaked at $92K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Nisa Investment Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.