SWA
FOCS

SOA Wealth Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

SOA Wealth Advisors’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
-100
Closed -$5.25K – 964
2023
Q2 		$5.25K Hold
100
– – ﹤0.01% 618
2023
Q1 		$5.19K Hold
100
– – ﹤0.01% 617
2022
Q4 		$3.73K Hold
100
– – ﹤0.01% 660
2022
Q3 		$3K Hold
100
– – ﹤0.01% 688
2022
Q2 		$3K Hold
100
– – ﹤0.01% 673
2022
Q1 		$4K Hold
100
– – ﹤0.01% 737
2021
Q4 		$5K Hold
100
– – ﹤0.01% 678
2021
Q3 		$5K Hold
100
– – ﹤0.01% 698
2021
Q2 		$4K Hold
100
– – ﹤0.01% 711
2021
Q1 		$4K Hold
100
– – ﹤0.01% 664
2020
Q4 		$5K Buy
+100
New +$4.01K ﹤0.01% 620

SOA Wealth Advisors's FOCS Position: Q3 2023 in Review

SOA Wealth Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 100 shares — an estimated $5.25K sold.

SOA Wealth Advisors first reported a position in FOCS in Q4 2020 and held it in 11 quarters. The position peaked at $5.25K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • SOA Wealth Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 100 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $5.25K.
  • SOA Wealth Advisors first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 11 quarters.
  • SOA Wealth Advisors's Focus Financial Partners Inc. Class A position peaked at $5.25K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.