UBS Group’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 | $16.5M | Buy |
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|
2023
Q1 | $7.19M | Buy |
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|
2022
Q4 | $758K | Buy |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $351K | Sell |
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|
2022
Q1 | $498K | Sell |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $3.39M | Buy |
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|
2021
Q2 | $145K | Sell |
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|
2021
Q1 | $970K | Buy |
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|
2020
Q4 | $472K | Buy |
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|
2020
Q3 | $158K | Sell |
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|
2020
Q2 | $427K | Sell |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $2.8M | Sell |
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|
2019
Q3 | $2.54M | Buy |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $181K | Buy |
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|
2018
Q3 | $219K | Buy |
|