FOCS
Wellington Management Group’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 |
-29,759
| Closed | -$1.54M | – | 2070 |
|
|
2023
Q1 | $1.54M | Buy |
+29,759
| New | +$1.54M | ﹤0.01% | 1560 |
|
|
2022
Q2 | – | Sell |
-13,447
| Closed | -$615K | – | 2229 |
|
|
2022
Q1 | $615K | Buy |
13,447
+8,301
| +161% | +$380K | ﹤0.01% | 1854 |
|
|
2021
Q4 | $307K | Sell |
5,146
-5,517
| -52% | -$329K | ﹤0.01% | 2076 |
|
|
2021
Q3 | $558K | Buy |
+10,663
| New | +$558K | ﹤0.01% | 1900 |
|
|
2021
Q2 | – | Sell |
-7,243
| Closed | -$301K | – | 2299 |
|
|
2021
Q1 | $301K | Buy |
+7,243
| New | +$301K | ﹤0.01% | 1988 |
|
|
2020
Q4 | – | Sell |
-25,566
| Closed | -$838K | – | 2042 |
|
|
2020
Q3 | $838K | Buy |
+25,566
| New | +$838K | ﹤0.01% | 1587 |
|