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
Q2 | – | Sell |
-400
| Closed | -$20K | – | 10321 |
|
|
2023
Q1 | $20K | Sell |
400
-8,900
| -96% | -$429K | ﹤0.01% | 6939 |
|
|
2022
Q4 | $346K | Buy |
9,300
+2,600
| +39% | +$92.5K | ﹤0.01% | 3575 |
|
|
2022
Q3 | $211K | Sell |
6,700
-23,800
| -78% | -$908K | ﹤0.01% | 4542 |
|
|
2022
Q2 | $1.04M | Sell |
30,500
-49,200
| -62% | -$1.88M | ﹤0.01% | 2580 |
|
|
2022
Q1 | $3.65M | Buy |
79,700
+71,700
| +896% | +$3.6M | ﹤0.01% | 1518 |
|
|
2021
Q4 | $477K | Buy |
8,000
+5,500
| +220% | +$342K | ﹤0.01% | 3874 |
|
|
2021
Q3 | $125K | Hold |
2,500
| – | – | ﹤0.01% | 6311 |
|
|
2021
Q2 | $121K | Buy |
2,500
+2,492
| +31,150% | +$120K | ﹤0.01% | 6457 |
|
|
2021
Q1 | $33K | Sell |
8
-329
| -98% | -$15.9K | ﹤0.01% | 7053 |
|
|
2020
Q4 | $1.47M | Buy |
337
+333
| +8,325% | +$13.4K | ﹤0.01% | 2099 |
|
|
2020
Q3 | $13K | Sell |
4
-91
| -96% | -$3.22K | ﹤0.01% | 6677 |
|
|
2020
Q2 | $313K | Sell |
95
-18
| -16% | -$450 | ﹤0.01% | 3475 |
|
|
2020
Q1 | $260K | Buy |
113
+98
| +653% | +$2.6K | ﹤0.01% | 3286 |
|
|
2019
Q4 | $44K | Sell |
15
-16
| -52% | -$409 | ﹤0.01% | 5318 |
|
|
2019
Q3 | $73K | Buy |
+31
| New | +$763 | ﹤0.01% | 4667 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | -$10K | – | 8020 |
|
|
2019
Q1 | $10K | Buy |
+3
| New | +$95 | ﹤0.01% | 6174 |
|
|
2018
Q4 | – | Sell |
-35
| Closed | -$166K | – | 8052 |
|
|
2018
Q3 | $166K | Buy |
+35
| New | +$1.49K | ﹤0.01% | 3869 |
|
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.