UBS Group
FOCS

UBS Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

UBS Group’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
2019
Q4 		– Sell
-380,700
Closed -$9.06M – 8522
2019
Q3 		$9.06M Buy
380,700
+317,400
+501% +$7.81M ﹤0.01% 1845
2019
Q2 		$1.73M Buy
+63,300
New +$2.06M ﹤0.01% 3276

UBS Group's FOCS Position: Q3 2023 in Review

UBS Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 314,420 shares — an estimated $16.5M sold.

UBS Group first reported a position in FOCS in Q3 2018 and held it in 20 quarters. The position peaked at $16.5M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • UBS Group reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • UBS Group sold 314,420 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $16.5M.
  • UBS Group first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 20 quarters.
  • UBS Group's Focus Financial Partners Inc. Class A position peaked at $16.5M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on UBS Group's 13F filing for Q3 2023, filed 9 Nov 2023.