Prelude Capital Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Prelude Capital 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	-118,949	Closed	-$6.25M	–	1467
2023 Q2	$6.25M	Buy	118,949 +50,379	+73%	+$2.62M	0.41%	33
2023 Q1	$3.56M	Buy	+68,570	New	+$3.3M	0.21%	105

Prelude Capital Management's FOCS Position: Q3 2023 in Review

Prelude Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 118,949 shares — an estimated $6.25M sold.

Prelude Capital Management first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $6.25M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Prelude Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Prelude Capital Management sold 118,949 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $6.25M.
Prelude Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
Prelude Capital Management's Focus Financial Partners Inc. Class A position peaked at $6.25M in Q2 2023.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Prelude Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.