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 |
-300
| Closed | -$15K | – | 10282 |
|
|
2023
Q2 | $15K | Sell |
300
-1,100
| -79% | -$57.3K | ﹤0.01% | 7072 |
|
|
2023
Q1 | $72K | Buy |
1,400
+200
| +17% | +$9.64K | ﹤0.01% | 5518 |
|
|
2022
Q4 | $44K | Sell |
1,200
-1,900
| -61% | -$67.6K | ﹤0.01% | 6042 |
|
|
2022
Q3 | $97K | Buy |
3,100
+200
| +7% | +$7.63K | ﹤0.01% | 5586 |
|
|
2022
Q2 | $98K | Sell |
2,900
-33,900
| -92% | -$1.3M | ﹤0.01% | 5581 |
|
|
2022
Q1 | $1.68M | Sell |
36,800
-14,400
| -28% | -$723K | ﹤0.01% | 2288 |
|
|
2021
Q4 | $3.06M | Buy |
51,200
+48,600
| +1,869% | +$3.03M | ﹤0.01% | 1618 |
|
|
2021
Q3 | $130K | Hold |
2,600
| – | – | ﹤0.01% | 6253 |
|
|
2021
Q2 | $126K | Buy |
2,600
+2,551
| +5,206% | +$123K | ﹤0.01% | 6403 |
|
|
2021
Q1 | $203K | Sell |
49
-710
| -94% | -$34.4K | ﹤0.01% | 4718 |
|
|
2020
Q4 | $3.3M | Buy |
759
+461
| +155% | +$18.5K | ﹤0.01% | 1306 |
|
|
2020
Q3 | $977K | Buy |
298
+297
| +29,700% | +$10.5K | ﹤0.01% | 2256 |
|
|
2020
Q2 | $3K | Sell |
1
-61
| -98% | -$1.53K | ﹤0.01% | 7199 |
|
|
2020
Q1 | $142K | Buy |
62
+46
| +288% | +$1.22K | ﹤0.01% | 3986 |
|
|
2019
Q4 | $47K | Sell |
16
-478
| -97% | -$12.2K | ﹤0.01% | 5262 |
|
|
2019
Q3 | $1.18M | Hold |
494
| – | – | ﹤0.01% | 1782 |
|
|
2019
Q2 | $1.35M | Buy |
+494
| New | +$16.1K | ﹤0.01% | 1633 |
|
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.