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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-118,949
Closed -$6.25M 1357
2023
Q2
$6.25M Buy
118,949
+50,379
+73% +$2.65M 0.41% 27
2023
Q1
$3.56M Buy
+68,570
New +$3.56M 0.21% 99