Osaic Holdings’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 |
-528
| Closed | -$27.7K | – | 7629 |
|
|
2023
Q2 | $27.7K | Sell |
528
-399
| -43% | -$20.8K | ﹤0.01% | 5340 |
|
|
2023
Q1 | $48.1K | Sell |
927
-158
| -15% | -$7.61K | ﹤0.01% | 4979 |
|
|
2022
Q4 | $40.5K | Sell |
1,085
-554
| -34% | -$19.7K | ﹤0.01% | 5083 |
|
|
2022
Q3 | $51K | Sell |
1,639
-689
| -30% | -$26.3K | ﹤0.01% | 4892 |
|
|
2022
Q2 | $79K | Sell |
2,328
-1,653
| -42% | -$63.2K | ﹤0.01% | 4609 |
|
|
2022
Q1 | $188K | Buy |
3,981
+170
| +4% | +$8.54K | ﹤0.01% | 4083 |
|
|
2021
Q4 | $228K | Buy |
3,811
+1,458
| +62% | +$90.8K | ﹤0.01% | 3828 |
|
|
2021
Q3 | $123K | Buy |
2,353
+254
| +12% | +$13K | ﹤0.01% | 4348 |
|
|
2021
Q2 | $102K | Buy |
2,099
+855
| +69% | +$41.3K | ﹤0.01% | 4467 |
|
|
2021
Q1 | $51K | Buy |
1,244
+738
| +146% | +$35.7K | ﹤0.01% | 4872 |
|
|
2020
Q4 | $22K | Buy |
506
+460
| +1,000% | +$18.5K | ﹤0.01% | 5110 |
|
|
2020
Q3 | $2K | Sell |
46
-35,770
| -100% | -$1.27M | ﹤0.01% | 5922 |
|
|
2020
Q2 | $1.18M | Buy |
+35,816
| New | +$896K | ﹤0.01% | 1632 |
|
Osaic Holdings's FOCS Position: Q3 2023 in Review
Osaic Holdings sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 528 shares — an estimated $27.7K sold.
Osaic Holdings first reported a position in FOCS in Q2 2020 and held it in 13 quarters. The position peaked at $1.18M in Q2 2020. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Osaic Holdings reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Osaic Holdings sold 528 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $27.7K.
- Osaic Holdings first reported a position in Focus Financial Partners Inc. Class A in Q2 2020 and held it in 13 quarters.
- Osaic Holdings's Focus Financial Partners Inc. Class A position peaked at $1.18M in Q2 2020.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Osaic Holdings's 13F filing for Q3 2023, filed 13 Nov 2023.