Principal Financial Group
FOCS

Principal Financial Group’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
-730,369
Closed -$38.4M 2490
2023
Q2
$38.4M Sell
730,369
-265,913
-27% -$14M 0.03% 519
2023
Q1
$51.7M Sell
996,282
-652,047
-40% -$33.8M 0.04% 414
2022
Q4
$61.4M Sell
1,648,329
-117,513
-7% -$4.38M 0.05% 343
2022
Q3
$55.6M Buy
1,765,842
+80,227
+5% +$2.53M 0.04% 345
2022
Q2
$57.4M Buy
1,685,615
+382,989
+29% +$13M 0.04% 359
2022
Q1
$59.6M Buy
1,302,626
+154,394
+13% +$7.06M 0.04% 397
2021
Q4
$68.6M Buy
1,148,232
+881
+0.1% +$52.6K 0.04% 353
2021
Q3
$60.1M Buy
1,147,351
+29,638
+3% +$1.55M 0.04% 371
2021
Q2
$54.2M Buy
1,117,713
+368,596
+49% +$17.9M 0.04% 414
2021
Q1
$31.2M Buy
749,117
+741,151
+9,304% +$30.8M 0.02% 631
2020
Q4
$347K Buy
+7,966
New +$347K ﹤0.01% 2204