Nuveen’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 |
-161,827
| Closed | -$8.5M | – | 3260 |
|
|
2023
Q2 | $8.5M | Buy |
161,827
+1,254
| +0.8% | +$65.3K | ﹤0.01% | 1617 |
|
|
2023
Q1 | $8.33M | Sell |
160,573
-22,901
| -12% | -$1.1M | ﹤0.01% | 1601 |
|
|
2022
Q4 | $6.84M | Sell |
183,474
-113,125
| -38% | -$4.03M | ﹤0.01% | 1735 |
|
|
2022
Q3 | $9.35M | Sell |
296,599
-19,031
| -6% | -$726K | ﹤0.01% | 1515 |
|
|
2022
Q2 | $10.8M | Sell |
315,630
-34,290
| -10% | -$1.31M | ﹤0.01% | 1456 |
|
|
2022
Q1 | $16.3M | Buy |
349,920
+3,748
| +1% | +$188K | 0.01% | 1318 |
|
|
2021
Q4 | $20.8M | Buy |
346,172
+16,713
| +5% | +$1.04M | 0.01% | 1215 |
|
|
2021
Q3 | $17.4M | Buy |
329,459
+46,566
| +16% | +$2.38M | 0.01% | 1366 |
|
|
2021
Q2 | $13.7M | Buy |
282,893
+83,777
| +42% | +$4.04M | ﹤0.01% | 1654 |
|
|
2021
Q1 | $8.29M | Buy |
199,116
+29,062
| +17% | +$1.41M | ﹤0.01% | 1898 |
|
|
2020
Q4 | $7.4M | Buy |
170,054
+6,207
| +4% | +$249K | ﹤0.01% | 1879 |
|
|
2020
Q3 | $5.37M | Buy |
163,847
+485
| +0.3% | +$17.2K | ﹤0.01% | 1878 |
|
|
2020
Q2 | $5.4M | Sell |
163,362
-50,426
| -24% | -$1.26M | ﹤0.01% | 1854 |
|
|
2020
Q1 | $4.92M | Sell |
213,788
-712
| -0.3% | -$18.9K | ﹤0.01% | 1723 |
|
|
2019
Q4 | $6.32M | Buy |
214,500
+111,521
| +108% | +$2.85M | ﹤0.01% | 1859 |
|
|
2019
Q3 | $2.45M | Buy |
102,979
+669
| +0.7% | +$16.5K | ﹤0.01% | 2316 |
|
|
2019
Q2 | $2.79M | Buy |
+102,310
| New | +$3.33M | ﹤0.01% | 2269 |
|
Nuveen's FOCS Position: Q3 2023 in Review
Nuveen sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 161,827 shares — an estimated $8.5M sold.
Nuveen first reported a position in FOCS in Q2 2019 and held it in 17 quarters. The position peaked at $20.8M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Nuveen reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Nuveen sold 161,827 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $8.5M.
- Nuveen first reported a position in Focus Financial Partners Inc. Class A in Q2 2019 and held it in 17 quarters.
- Nuveen's Focus Financial Partners Inc. Class A position peaked at $20.8M in Q4 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Nuveen's 13F filing for Q3 2023, filed 14 Nov 2023.