WA
FOCS
Wasatch Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-628,322
| Closed | -$32.6M | – | 271 |
|
|
2023
Q1 | $32.6M | Sell |
628,322
-6,693,008
| -91% | -$347M | 0.2% | 97 |
|
|
2022
Q4 | $273M | Sell |
7,321,330
-303,802
| -4% | -$11.3M | 1.84% | 10 |
|
|
2022
Q3 | $240M | Buy |
7,625,132
+761,829
| +11% | +$24M | 1.67% | 13 |
|
|
2022
Q2 | $234M | Buy |
6,863,303
+804,697
| +13% | +$27.4M | 1.48% | 18 |
|
|
2022
Q1 | $277M | Sell |
6,058,606
-115,259
| -2% | -$5.27M | 1.36% | 18 |
|
|
2021
Q4 | $369M | Buy |
6,173,865
+2,893,968
| +88% | +$173M | 1.5% | 14 |
|
|
2021
Q3 | $172M | Sell |
3,279,897
-8,986
| -0.3% | -$471K | 0.7% | 47 |
|
|
2021
Q2 | $160M | Buy |
+3,288,883
| New | +$160M | 0.65% | 52 |
|