VT
FOCS

Vise Technologies’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Vise Technologies’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
2023
Q3 		– Sell
-6,410
Closed -$337K – 369
2023
Q2 		$337K Buy
6,410
+516
+9% +$26.9K 0.08% 230
2023
Q1 		$306K Buy
+5,894
New +$284K 0.08% 243

Vise Technologies's FOCS Position: Q3 2023 in Review

Vise Technologies sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 6,410 shares — an estimated $337K sold.

Vise Technologies first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $337K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Vise Technologies reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Vise Technologies sold 6,410 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $337K.
  • Vise Technologies first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
  • Vise Technologies's Focus Financial Partners Inc. Class A position peaked at $337K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Vise Technologies's 13F filing for Q3 2023, filed 31 Oct 2023.