RhumbLine Advisers’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 |
-81,453
| Closed | -$4.28M | – | 4402 |
|
|
2023
Q2 | $4.28M | Buy |
81,453
+2,692
| +3% | +$140K | ﹤0.01% | 1472 |
|
|
2023
Q1 | $4.08M | Buy |
78,761
+4,255
| +6% | +$205K | 0.01% | 1437 |
|
|
2022
Q4 | $2.78M | Buy |
74,506
+2,076
| +3% | +$73.9K | ﹤0.01% | 1617 |
|
|
2022
Q3 | $2.28M | Buy |
72,430
+6,101
| +9% | +$233K | ﹤0.01% | 1682 |
|
|
2022
Q2 | $2.26M | Buy |
66,329
+2,897
| +5% | +$111K | ﹤0.01% | 1701 |
|
|
2022
Q1 | $2.9M | Buy |
63,432
+6,081
| +11% | +$305K | ﹤0.01% | 1617 |
|
|
2021
Q4 | $3.42M | Sell |
57,351
-228
| -0.4% | -$14.2K | ﹤0.01% | 1588 |
|
|
2021
Q3 | $3.02M | Buy |
57,579
+14,233
| +33% | +$727K | ﹤0.01% | 1659 |
|
|
2021
Q2 | $2.1M | Buy |
43,346
+3,834
| +10% | +$185K | ﹤0.01% | 1927 |
|
|
2021
Q1 | $1.64M | Buy |
39,512
+1,461
| +4% | +$70.7K | ﹤0.01% | 1990 |
|
|
2020
Q4 | $1.66M | Buy |
38,051
+2,017
| +6% | +$80.9K | ﹤0.01% | 1936 |
|
|
2020
Q3 | $1.18M | Sell |
36,034
-5,197
| -13% | -$184K | ﹤0.01% | 1926 |
|
|
2020
Q2 | $1.36M | Buy |
41,231
+3,278
| +9% | +$82K | ﹤0.01% | 1914 |
|
|
2020
Q1 | $873K | Buy |
37,953
+422
| +1% | +$11.2K | ﹤0.01% | 1938 |
|
|
2019
Q4 | $1.11M | Buy |
37,531
+488
| +1% | +$12.5K | ﹤0.01% | 2031 |
|
|
2019
Q3 | $882K | Sell |
37,043
-300
| -0.8% | -$7.38K | ﹤0.01% | 2095 |
|
|
2019
Q2 | $1.02M | Buy |
37,343
+3,806
| +11% | +$124K | ﹤0.01% | 2061 |
|
|
2019
Q1 | $1.2M | Buy |
33,537
+10,064
| +43% | +$317K | ﹤0.01% | 1954 |
|
|
2018
Q4 | $618K | Buy |
23,473
+9,587
| +69% | +$334K | ﹤0.01% | 2200 |
|
|
2018
Q3 | $659K | Buy |
+13,886
| New | +$593K | ﹤0.01% | 2171 |
|
RhumbLine Advisers's FOCS Position: Q3 2023 in Review
RhumbLine Advisers sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 81,453 shares — an estimated $4.28M sold.
RhumbLine Advisers first reported a position in FOCS in Q3 2018 and held it in 20 quarters. The position peaked at $4.28M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- RhumbLine Advisers reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- RhumbLine Advisers sold 81,453 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $4.28M.
- RhumbLine Advisers first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 20 quarters.
- RhumbLine Advisers's Focus Financial Partners Inc. Class A position peaked at $4.28M in Q2 2023.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on RhumbLine Advisers's 13F filing for Q3 2023, filed 9 Nov 2023.