Water Island Capital’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
-670,397
Closed -$35.2M 97
2023
Q2
$35.2M Sell
670,397
-20,029
-3% -$1.04M 3.01% 11
2023
Q1
$35.8M Buy
+690,426
New +$33.3M 2.83% 14

Water Island Capital's FOCS Position: Q3 2023 in Review

Water Island Capital sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 670,397 shares — an estimated $35.2M sold.

Water Island Capital first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $35.8M in Q1 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Water Island Capital reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Water Island Capital sold 670,397 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $35.2M.
  • Water Island Capital first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
  • Water Island Capital's Focus Financial Partners Inc. Class A position peaked at $35.8M in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Water Island Capital's 13F filing for Q3 2023, filed 14 Nov 2023.