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 |
-58,514
| Closed | -$3.04M | – | 2725 |
|
|
2023
Q2 | $3.04M | Hold |
58,514
| – | – | ﹤0.01% | 1450 |
|
|
2023
Q1 | $3.04M | Sell |
58,514
-328
| -0.6% | -$15.8K | ﹤0.01% | 1450 |
|
|
2022
Q4 | $2.19M | Buy |
58,842
+11,243
| +24% | +$400K | ﹤0.01% | 1487 |
|
|
2022
Q3 | $1.5M | Sell |
47,599
-14,664
| -24% | -$560K | ﹤0.01% | 1744 |
|
|
2022
Q2 | $2.12M | Buy |
62,263
+2,839
| +5% | +$108K | ﹤0.01% | 1593 |
|
|
2022
Q1 | $2.72M | Buy |
59,424
+4,156
| +8% | +$209K | ﹤0.01% | 1628 |
|
|
2021
Q4 | $3.3M | Buy |
55,268
+127
| +0.2% | +$7.91K | ﹤0.01% | 1611 |
|
|
2021
Q3 | $2.89M | Buy |
55,141
+7,684
| +16% | +$393K | ﹤0.01% | 1667 |
|
|
2021
Q2 | $2.3M | Buy |
47,457
+17,056
| +56% | +$823K | ﹤0.01% | 1783 |
|
|
2021
Q1 | $1.27M | Buy |
30,401
+8,601
| +39% | +$416K | ﹤0.01% | 1970 |
|
|
2020
Q4 | $948K | Hold |
21,800
| – | – | ﹤0.01% | 2018 |
|
|
2020
Q3 | $715K | Buy |
21,800
+4,600
| +27% | +$163K | ﹤0.01% | 1969 |
|
|
2020
Q2 | $568K | Buy |
17,200
+8,300
| +93% | +$208K | ﹤0.01% | 2063 |
|
|
2020
Q1 | $205K | Sell |
8,900
-6,799
| -43% | -$180K | ﹤0.01% | 2271 |
|
|
2019
Q4 | $463K | Buy |
+15,699
| New | +$401K | ﹤0.01% | 2267 |
|
UBS AM's FOCS Position: Q3 2023 in Review
UBS AM sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 58,514 shares — an estimated $3.04M sold.
UBS AM first reported a position in FOCS in Q4 2019 and held it in 15 quarters. The position peaked at $3.3M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- UBS AM reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- UBS AM sold 58,514 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $3.04M.
- UBS AM first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 15 quarters.
- UBS AM's Focus Financial Partners Inc. Class A position peaked at $3.3M in Q4 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on UBS AM's 13F filing for Q3 2023, filed 13 Nov 2023.