WCM Investment Management’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 |
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|
2023
Q2 | $27.5M | Buy |
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|
2023
Q1 | $27M | Sell |
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|
2022
Q4 | $38.3M | Buy |
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|
2022
Q3 | $32.9M | Buy |
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|
2022
Q2 | $35.3M | Sell |
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|
2022
Q1 | $46.3M | Buy |
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|
2021
Q4 | $56.5M | Sell |
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|
2021
Q3 | $54.8M | Buy |
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|
2021
Q2 | $48.2M | Buy |
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|
2021
Q1 | $39.1M | Buy |
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|
2020
Q4 | $36.6M | Sell |
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|
2020
Q3 | $28.4M | Buy |
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|
2020
Q2 | $24.6M | Buy |
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|
2020
Q1 | $16.1M | Buy |
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|
2019
Q4 | $14.7M | Buy |
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