SEI Investments’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
Q2 | – | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $8.03M | Sell |
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|
2022
Q3 | $8.55M | Sell |
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|
2022
Q2 | $10.3M | Buy |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $12.8M | Buy |
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|
2021
Q3 | $7.77M | Buy |
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|
2021
Q2 | $6.9M | Buy |
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|
2021
Q1 | $2.55M | Buy |
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|
2020
Q4 | $2.61M | Sell |
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|
2020
Q3 | $2.52M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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|
2020
Q1 | $750K | Sell |
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|
2019
Q4 | $984K | Buy |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $407K | Buy |
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|
2019
Q1 | $192K | Buy |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Buy |
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