SIM
FOCS
Studio Investment Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,028
| Closed | -$632K | – | 246 |
|
|
2023
Q2 | $632K | Buy |
12,028
+29
| +0.2% | +$1.52K | 0.18% | 68 |
|
|
2023
Q1 | $622K | Sell |
11,999
-548
| -4% | -$28.4K | 0.19% | 63 |
|
|
2022
Q4 | $468K | Buy |
12,547
+525
| +4% | +$19.6K | 0.15% | 70 |
|
|
2022
Q3 | $379K | Buy |
12,022
+747
| +7% | +$23.5K | 0.14% | 82 |
|
|
2022
Q2 | $384K | Buy |
+11,275
| New | +$384K | 0.13% | 85 |
|