Toth Financial Advisory’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Toth Financial Advisory’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	-1,000	Closed	-$52.5K	–	864
2023 Q2	$52.5K	Hold	1,000	–	–	0.01%	265
2023 Q1	$51.9K	Hold	1,000	–	–	0.01%	271
2022 Q4	$37.3K	Hold	1,000	–	–	0.01%	308
2022 Q3	$32K	Hold	1,000	–	–	0.01%	324
2022 Q2	$34K	Hold	1,000	–	–	0.01%	315
2022 Q1	$46K	Sell	1,000 -2,000	-67%	-$100K	0.01%	299
2021 Q4	$179K	Hold	3,000	–	–	0.02%	206
2021 Q3	$157K	Hold	3,000	–	–	0.02%	209
2021 Q2	$146K	Buy	3,000 +850	+40%	+$41K	0.02%	195
2021 Q1	$89K	Sell	2,150 -11,500	-84%	-$557K	0.01%	238
2020 Q4	$594K	Buy	+13,650	New	+$548K	0.1%	131

Toth Financial Advisory's FOCS Position: Q3 2023 in Review

Toth Financial Advisory sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 1,000 shares — an estimated $52.5K sold.

Toth Financial Advisory first reported a position in FOCS in Q4 2020 and held it in 11 quarters. The position peaked at $594K in Q4 2020. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Toth Financial Advisory reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Toth Financial Advisory sold 1,000 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $52.5K.
Toth Financial Advisory first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 11 quarters.
Toth Financial Advisory's Focus Financial Partners Inc. Class A position peaked at $594K in Q4 2020.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.