Telemus Capital’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 |
-49,616
| Closed | -$2.61M | – | 332 |
|
|
2023
Q2 | $2.61M | Hold |
49,616
| – | – | 0.22% | 96 |
|
|
2023
Q1 | $2.57M | Hold |
49,616
| – | – | 0.23% | 100 |
|
|
2022
Q4 | $1.98M | Hold |
49,616
| – | – | 0.18% | 114 |
|
|
2022
Q3 | $1.56M | Hold |
49,616
| – | – | 0.16% | 121 |
|
|
2022
Q2 | $1.69M | Hold |
49,616
| – | – | 0.16% | 120 |
|
|
2022
Q1 | $2.27M | Hold |
49,616
| – | – | 0.2% | 104 |
|
|
2021
Q4 | $2.96M | Hold |
49,616
| – | – | 0.24% | 100 |
|
|
2021
Q3 | $2.6M | Hold |
49,616
| – | – | 0.22% | 96 |
|
|
2021
Q2 | $2.41M | Hold |
49,616
| – | – | 0.17% | 101 |
|
|
2021
Q1 | $2.15M | Hold |
49,616
| – | – | 0.15% | 122 |
|
|
2020
Q4 | $2.16M | Sell |
49,616
-3,063
| -6% | -$123K | 0.16% | 112 |
|
|
2020
Q3 | $2.07M | Buy |
52,679
+10,000
| +23% | +$354K | 0.15% | 121 |
|
|
2020
Q2 | $1.5M | Hold |
42,679
| – | – | 0.12% | 140 |
|
|
2020
Q1 | $1.19M | Hold |
42,679
| – | – | 0.1% | 157 |
|
|
2019
Q4 | $1.26M | Hold |
42,679
| – | – | 0.1% | 159 |
|
|
2019
Q3 | $1.02M | Hold |
42,679
| – | – | 0.08% | 174 |
|
|
2019
Q2 | $1.08M | Sell |
42,679
-3,769
| -8% | -$123K | 0.1% | 155 |
|
|
2019
Q1 | $1.66M | Buy |
+46,448
| New | +$1.46M | 0.13% | 131 |
|
Telemus Capital's FOCS Position: Q3 2023 in Review
Telemus Capital sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 49,616 shares — an estimated $2.61M sold.
Telemus Capital first reported a position in FOCS in Q1 2019 and held it in 18 quarters. The position peaked at $2.96M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Telemus Capital reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Telemus Capital sold 49,616 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $2.61M.
- Telemus Capital first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 18 quarters.
- Telemus Capital's Focus Financial Partners Inc. Class A position peaked at $2.96M in Q4 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Telemus Capital's 13F filing for Q3 2023, filed 25 Oct 2023.