Vanguard 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 |
-5,380,463
| Closed | -$283M | – | 4588 |
|
|
2023
Q2 | $283M | Buy |
5,380,463
+443,809
| +9% | +$23.1M | 0.01% | 1279 |
|
|
2023
Q1 | $256M | Sell |
4,936,654
-148,823
| -3% | -$7.17M | 0.01% | 1322 |
|
|
2022
Q4 | $190M | Buy |
5,085,477
+187,796
| +4% | +$6.68M | 0.01% | 1468 |
|
|
2022
Q3 | $154M | Buy |
4,897,681
+29,843
| +0.6% | +$1.14M | ﹤0.01% | 1541 |
|
|
2022
Q2 | $166M | Buy |
4,867,838
+49,118
| +1% | +$1.88M | ﹤0.01% | 1541 |
|
|
2022
Q1 | $220M | Buy |
4,818,720
+361,555
| +8% | +$18.2M | 0.01% | 1492 |
|
|
2021
Q4 | $266M | Buy |
4,457,165
+289,147
| +7% | +$18M | 0.01% | 1430 |
|
|
2021
Q3 | $218M | Sell |
4,168,018
-350,488
| -8% | -$17.9M | 0.01% | 1547 |
|
|
2021
Q2 | $219M | Buy |
4,518,506
+1,342,115
| +42% | +$64.8M | 0.01% | 1578 |
|
|
2021
Q1 | $132M | Buy |
3,176,391
+263,093
| +9% | +$12.7M | ﹤0.01% | 1805 |
|
|
2020
Q4 | $127M | Buy |
2,913,298
+118,620
| +4% | +$4.76M | ﹤0.01% | 1716 |
|
|
2020
Q3 | $91.6M | Sell |
2,794,678
-102,560
| -4% | -$3.63M | ﹤0.01% | 1727 |
|
|
2020
Q2 | $95.8M | Buy |
2,897,238
+207,060
| +8% | +$5.18M | ﹤0.01% | 1697 |
|
|
2020
Q1 | $61.9M | Buy |
2,690,178
+2,221
| +0.1% | +$59K | ﹤0.01% | 1764 |
|
|
2019
Q4 | $79.2M | Buy |
2,687,957
+218,104
| +9% | +$5.58M | ﹤0.01% | 1889 |
|
|
2019
Q3 | $58.8M | Sell |
2,469,853
-245,245
| -9% | -$6.03M | ﹤0.01% | 1995 |
|
|
2019
Q2 | $74.1M | Buy |
2,715,098
+350,511
| +15% | +$11.4M | ﹤0.01% | 1904 |
|
|
2019
Q1 | $84.3M | Buy |
2,364,587
+704,385
| +42% | +$22.2M | ﹤0.01% | 1835 |
|
|
2018
Q4 | $43.7M | Buy |
1,660,202
+147,058
| +10% | +$5.13M | ﹤0.01% | 2090 |
|
|
2018
Q3 | $71.8M | Buy |
+1,513,144
| New | +$64.6M | ﹤0.01% | 1968 |
|
Vanguard Group's FOCS Position: Q3 2023 in Review
Vanguard Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 5,380,463 shares — an estimated $283M sold.
Vanguard Group first reported a position in FOCS in Q3 2018 and held it in 20 quarters. The position peaked at $283M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Vanguard Group reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Vanguard Group sold 5,380,463 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $283M.
- Vanguard Group first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 20 quarters.
- Vanguard Group's Focus Financial Partners Inc. Class A position peaked at $283M in Q2 2023.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Vanguard Group's 13F filing for Q3 2023, filed 14 Nov 2023.