UBS AM’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 |
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|
2023
Q2 | $3.04M | Hold |
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|
2023
Q1 | $3.04M | Sell |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $2.12M | Buy |
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|
2022
Q1 | $2.72M | Buy |
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|
2021
Q4 | $3.3M | Buy |
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|
2021
Q3 | $2.89M | Buy |
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|
2021
Q2 | $2.3M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $948K | Hold |
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|
2020
Q3 | $715K | Buy |
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|
2020
Q2 | $568K | Buy |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $463K | Buy |
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