RSWM
FOCS
Robertson Stephens Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-88,787
| Closed | -$2.91M | – | 264 |
|
|
2020
Q3 | $2.91M | Buy |
+88,787
| New | +$2.91M | 0.72% | 30 |
|
|
2020
Q2 | – | Sell |
-921,000
| Closed | -$21.2M | – | 220 |
|
|
2020
Q1 | $21.2M | Sell |
921,000
-99,000
| -10% | -$2.28M | 7.24% | 1 |
|
|
2019
Q4 | $30.1M | Hold |
1,020,000
| – | – | 15.16% | 1 |
|
|
2019
Q3 | $24.3M | Buy |
+1,020,000
| New | +$24.3M | 12.29% | 1 |
|