SignatureFD’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 |
-914
| Closed | -$48K | – | 3356 |
|
|
2023
Q2 | $48K | Buy |
914
+177
| +24% | +$9.22K | ﹤0.01% | 1461 |
|
|
2023
Q1 | $38.2K | Buy |
737
+20
| +3% | +$964 | ﹤0.01% | 1519 |
|
|
2022
Q4 | $26.7K | Buy |
717
+335
| +88% | +$11.9K | ﹤0.01% | 1659 |
|
|
2022
Q3 | $12K | Buy |
382
+253
| +196% | +$9.65K | ﹤0.01% | 2015 |
|
|
2022
Q2 | $4K | Buy |
129
+11
| +9% | +$420 | ﹤0.01% | 2572 |
|
|
2022
Q1 | $5K | Sell |
118
-24
| -17% | -$1.21K | ﹤0.01% | 2536 |
|
|
2021
Q4 | $8K | Buy |
142
+77
| +118% | +$4.79K | ﹤0.01% | 2239 |
|
|
2021
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2579 |
|
|
2021
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2514 |
|
|
2021
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 2406 |
|
|
2020
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2207 |
|
|
2020
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 2311 |
|
|
2020
Q2 | $2K | Buy |
+65
| New | +$1.63K | ﹤0.01% | 2220 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$3K | – | 2515 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1838 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1886 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3.26K | ﹤0.01% | 1720 |
|
SignatureFD's FOCS Position: Q3 2023 in Review
SignatureFD sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 914 shares — an estimated $48K sold.
SignatureFD first reported a position in FOCS in Q2 2019 and held it in 16 quarters. The position peaked at $48K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- SignatureFD reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- SignatureFD sold 914 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $48K.
- SignatureFD first reported a position in Focus Financial Partners Inc. Class A in Q2 2019 and held it in 16 quarters.
- SignatureFD's Focus Financial Partners Inc. Class A position peaked at $48K in Q2 2023.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on SignatureFD's 13F filing for Q3 2023, filed 3 Nov 2023.