Rockefeller Capital Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-61
| Closed | -$2K | – | 4133 |
|
|
2022
Q4 | $2K | Sell |
61
-51
| -46% | -$1.67K | ﹤0.01% | 3622 |
|
|
2022
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 3649 |
|
|
2022
Q2 | $3K | Hold |
112
| – | – | ﹤0.01% | 3724 |
|
|
2022
Q1 | $4K | Hold |
112
| – | – | ﹤0.01% | 3463 |
|
|
2021
Q4 | $6K | Buy |
112
+51
| +84% | +$2.73K | ﹤0.01% | 3227 |
|
|
2021
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 3379 |
|
|
2021
Q2 | $2K | Hold |
61
| – | – | ﹤0.01% | 3292 |
|
|
2021
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 3136 |
|
|
2020
Q4 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 2684 |
|