Wells Fargo’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 |
-26,327
| Closed | -$1.38M | – | 7747 |
|
|
2023
Q2 | $1.38M | Buy |
26,327
+13,450
| +104% | +$701K | ﹤0.01% | 3204 |
|
|
2023
Q1 | $668K | Sell |
12,877
-19,496
| -60% | -$939K | ﹤0.01% | 3650 |
|
|
2022
Q4 | $1.21M | Sell |
32,373
-6,736
| -17% | -$240K | ﹤0.01% | 3126 |
|
|
2022
Q3 | $1.23M | Sell |
39,109
-537
| -1% | -$20.5K | ﹤0.01% | 3083 |
|
|
2022
Q2 | $1.35M | Sell |
39,646
-63,181
| -61% | -$2.41M | ﹤0.01% | 3086 |
|
|
2022
Q1 | $4.7M | Sell |
102,827
-9,756
| -9% | -$490K | ﹤0.01% | 2500 |
|
|
2021
Q4 | $6.72M | Buy |
112,583
+37,795
| +51% | +$2.35M | ﹤0.01% | 2260 |
|
|
2021
Q3 | $3.92M | Buy |
74,788
+10,838
| +17% | +$554K | ﹤0.01% | 3072 |
|
|
2021
Q2 | $3.1M | Sell |
63,950
-5,892
| -8% | -$284K | ﹤0.01% | 3301 |
|
|
2021
Q1 | $2.91M | Sell |
69,842
-30,068
| -30% | -$1.46M | ﹤0.01% | 3359 |
|
|
2020
Q4 | $4.35M | Buy |
99,910
+31,500
| +46% | +$1.26M | ﹤0.01% | 2873 |
|
|
2020
Q3 | $2.24M | Sell |
68,410
-48,525
| -41% | -$1.72M | ﹤0.01% | 3218 |
|
|
2020
Q2 | $3.87M | Sell |
116,935
-1,226
| -1% | -$30.7K | ﹤0.01% | 2724 |
|
|
2020
Q1 | $2.72M | Sell |
118,161
-24,751
| -17% | -$657K | ﹤0.01% | 2752 |
|
|
2019
Q4 | $4.21M | Buy |
142,912
+28,940
| +25% | +$740K | ﹤0.01% | 2714 |
|
|
2019
Q3 | $2.71M | Buy |
113,972
+24,118
| +27% | +$593K | ﹤0.01% | 3065 |
|
|
2019
Q2 | $2.45M | Buy |
89,854
+23,906
| +36% | +$779K | ﹤0.01% | 3163 |
|
|
2019
Q1 | $2.35M | Buy |
65,948
+2,976
| +5% | +$93.8K | ﹤0.01% | 3220 |
|
|
2018
Q4 | $1.66M | Buy |
62,972
+41,320
| +191% | +$1.44M | ﹤0.01% | 3427 |
|
|
2018
Q3 | $1.03M | Buy |
+21,652
| New | +$924K | ﹤0.01% | 3952 |
|
Wells Fargo's FOCS Position: Q3 2023 in Review
Wells Fargo sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 26,327 shares — an estimated $1.38M sold.
Wells Fargo first reported a position in FOCS in Q3 2018 and held it in 20 quarters. The position peaked at $6.72M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Wells Fargo reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Wells Fargo sold 26,327 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $1.38M.
- Wells Fargo first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 20 quarters.
- Wells Fargo's Focus Financial Partners Inc. Class A position peaked at $6.72M in Q4 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Wells Fargo's 13F filing for Q3 2023, filed 13 Nov 2023.