ST
FOCS

Smithfield Trust’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Smithfield Trust’s Portfolio FOCS Stock Details FOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,750
Closed -$775K – 1044
2023
Q2 		$775K Hold
14,750
– – 0.05% 155
2023
Q1 		$765K Hold
14,750
– – 0.05% 152
2022
Q4 		$549K Hold
14,750
– – 0.04% 166
2022
Q3 		$465K Hold
14,750
– – 0.03% 176
2022
Q2 		$502K Buy
14,750
+5,000
+51% +$191K 0.04% 171
2022
Q1 		$446K Hold
9,750
– – 0.03% 198
2021
Q4 		$582K Hold
9,750
– – 0.04% 172
2021
Q3 		$510K Hold
9,750
– – 0.03% 181
2021
Q2 		$473K Hold
9,750
– – 0.03% 185
2021
Q1 		$406K Hold
9,750
– – 0.03% 205
2020
Q4 		$424K Hold
9,750
– – 0.03% 205
2020
Q3 		$320K Hold
9,750
– – 0.03% 216
2020
Q2 		$322K Hold
9,750
– – 0.03% 201
2020
Q1 		$224K Buy
+9,750
New +$259K 0.02% 220

Smithfield Trust's FOCS Position: Q3 2023 in Review

Smithfield Trust sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 14,750 shares — an estimated $775K sold.

Smithfield Trust first reported a position in FOCS in Q1 2020 and held it in 14 quarters. The position peaked at $775K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Smithfield Trust reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Smithfield Trust sold 14,750 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $775K.
  • Smithfield Trust first reported a position in Focus Financial Partners Inc. Class A in Q1 2020 and held it in 14 quarters.
  • Smithfield Trust's Focus Financial Partners Inc. Class A position peaked at $775K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Smithfield Trust's 13F filing for Q3 2023, filed 6 Nov 2023.