Simplex Trading’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 |
-431
| Closed | -$22K | – | 10281 |
|
|
2023
Q2 | $22K | Sell |
431
-3,067
| -88% | -$160K | ﹤0.01% | 6698 |
|
|
2023
Q1 | $181K | Buy |
+3,498
| New | +$169K | ﹤0.01% | 4450 |
|
|
2022
Q4 | – | Sell |
-2,087
| Closed | -$74.3K | – | 10862 |
|
|
2022
Q3 | $65K | Buy |
+2,087
| New | +$79.6K | ﹤0.01% | 6084 |
|
|
2021
Q4 | – | Sell |
-1,321
| Closed | -$82.2K | – | 11745 |
|
|
2021
Q3 | $66K | Sell |
1,321
-450
| -25% | -$23K | ﹤0.01% | 7177 |
|
|
2021
Q2 | $85K | Sell |
1,771
-982
| -36% | -$47.4K | ﹤0.01% | 6971 |
|
|
2021
Q1 | $114K | Buy |
+2,753
| New | +$133K | ﹤0.01% | 5572 |
|
|
2020
Q4 | – | Sell |
-527
| Closed | -$21.1K | – | 9302 |
|
|
2020
Q3 | $17K | Buy |
+527
| New | +$18.6K | ﹤0.01% | 6478 |
|
|
2020
Q1 | – | Sell |
-6,761
| Closed | -$179K | – | 8483 |
|
|
2019
Q4 | $199K | Sell |
6,761
-28,471
| -81% | -$728K | ﹤0.01% | 3762 |
|
|
2019
Q3 | $838K | Buy |
35,232
+11,370
| +48% | +$280K | ﹤0.01% | 2109 |
|
|
2019
Q2 | $651K | Buy |
+23,862
| New | +$778K | ﹤0.01% | 2331 |
|
Simplex Trading's FOCS Position: Q3 2023 in Review
Simplex Trading sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 431 shares — an estimated $22K sold.
Simplex Trading first reported a position in FOCS in Q2 2019 and held it in 10 quarters. The position peaked at $838K in Q3 2019. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Simplex Trading reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Simplex Trading sold 431 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $22K.
- Simplex Trading first reported a position in Focus Financial Partners Inc. Class A in Q2 2019 and held it in 10 quarters.
- Simplex Trading's Focus Financial Partners Inc. Class A position peaked at $838K in Q3 2019.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Simplex Trading's 13F filing for Q3 2023, filed 1 Nov 2023.