Trust Company of Vermont’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
-100
Closed -$5.25K 869
2023
Q2
$5.25K Hold
100
﹤0.01% 733
2023
Q1
$5.19K Hold
100
﹤0.01% 772
2022
Q4
$3.73K Hold
100
﹤0.01% 788
2022
Q3
$3K Hold
100
﹤0.01% 911
2022
Q2
$3K Buy
+100
New +$3.82K ﹤0.01% 847
2022
Q1
Sell
-100
Closed -$6K 782
2021
Q4
$6K Buy
+100
New +$6.22K ﹤0.01% 718
2021
Q3
Sell
-100
Closed -$5K 754
2021
Q2
$5K Hold
100
﹤0.01% 702
2021
Q1
$4K Buy
+100
New +$4.84K ﹤0.01% 693

Trust Company of Vermont's FOCS Position: Q3 2023 in Review

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

Trust Company of Vermont first reported a position in FOCS in Q1 2021 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Trust Company of Vermont reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Trust Company of Vermont sold 100 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $5.25K.
  • Trust Company of Vermont first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 8 quarters.
  • Trust Company of Vermont's Focus Financial Partners Inc. Class A position peaked at $6K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Trust Company of Vermont's 13F filing for Q3 2023, filed 27 Nov 2023.