Studio Investment Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Studio Investment Management’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	-12,028	Closed	-$632K	–	244
2023 Q2	$632K	Buy	12,028 +29	+0.2%	+$1.51K	0.18%	68
2023 Q1	$622K	Sell	11,999 -548	-4%	-$26.4K	0.19%	63
2022 Q4	$468K	Buy	12,547 +525	+4%	+$18.7K	0.15%	70
2022 Q3	$379K	Buy	12,022 +747	+7%	+$28.5K	0.14%	82
2022 Q2	$384K	Buy	+11,275	New	+$431K	0.13%	85

Studio Investment Management's FOCS Position: Q3 2023 in Review

Studio Investment Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 12,028 shares — an estimated $632K sold.

Studio Investment Management first reported a position in FOCS in Q2 2022 and held it in 5 quarters. The position peaked at $632K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Studio Investment Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Studio Investment Management sold 12,028 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $632K.
Studio Investment Management first reported a position in Focus Financial Partners Inc. Class A in Q2 2022 and held it in 5 quarters.
Studio Investment Management's Focus Financial Partners Inc. Class A position peaked at $632K in Q2 2023.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Studio Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.