FOCS
WCM Investment Management’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
Q3 | – | Sell |
-524,044
| Closed | -$27.5M | – | 226 |
|
|
2023
Q2 | $27.5M | Buy |
524,044
+2,938
| +0.6% | +$154K | 0.08% | 62 |
|
|
2023
Q1 | $27M | Sell |
521,106
-507,787
| -49% | -$26.3M | 0.09% | 58 |
|
|
2022
Q4 | $38.3M | Buy |
1,028,893
+9,883
| +1% | +$368K | 0.13% | 55 |
|
|
2022
Q3 | $32.9M | Buy |
1,019,010
+15,706
| +2% | +$508K | 0.12% | 54 |
|
|
2022
Q2 | $35.3M | Sell |
1,003,304
-9,995
| -1% | -$351K | 0.13% | 53 |
|
|
2022
Q1 | $46.3M | Buy |
1,013,299
+67,886
| +7% | +$3.11M | 0.13% | 49 |
|
|
2021
Q4 | $56.5M | Sell |
945,413
-100,753
| -10% | -$6.02M | 0.13% | 44 |
|
|
2021
Q3 | $54.8M | Buy |
1,046,166
+52,992
| +5% | +$2.78M | 0.13% | 44 |
|
|
2021
Q2 | $48.2M | Buy |
993,174
+52,746
| +6% | +$2.56M | 0.12% | 40 |
|
|
2021
Q1 | $39.1M | Buy |
940,428
+98,221
| +12% | +$4.09M | 0.11% | 43 |
|
|
2020
Q4 | $36.6M | Sell |
842,207
-25,135
| -3% | -$1.09M | 0.1% | 45 |
|
|
2020
Q3 | $28.4M | Buy |
867,342
+122,329
| +16% | +$4.01M | 0.1% | 46 |
|
|
2020
Q2 | $24.6M | Buy |
745,013
+47,188
| +7% | +$1.56M | 0.09% | 45 |
|
|
2020
Q1 | $16.1M | Buy |
697,825
+197,884
| +40% | +$4.55M | 0.09% | 46 |
|
|
2019
Q4 | $14.7M | Buy |
+499,941
| New | +$14.7M | 0.08% | 52 |
|