Wells Fargo
FOCS

Wells Fargo’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
-26,327
Closed -$1.38M 7311
2023
Q2
$1.38M Buy
26,327
+13,450
+104% +$706K ﹤0.01% 3035
2023
Q1
$668K Sell
12,877
-19,496
-60% -$1.01M ﹤0.01% 3419
2022
Q4
$1.21M Sell
32,373
-6,736
-17% -$251K ﹤0.01% 2947
2022
Q3
$1.23M Sell
39,109
-537
-1% -$16.9K ﹤0.01% 2898
2022
Q2
$1.35M Sell
39,646
-63,181
-61% -$2.15M ﹤0.01% 2908
2022
Q1
$4.7M Sell
102,827
-9,756
-9% -$446K ﹤0.01% 2363
2021
Q4
$6.72M Buy
112,583
+37,795
+51% +$2.26M ﹤0.01% 2139
2021
Q3
$3.92M Buy
74,788
+10,838
+17% +$568K ﹤0.01% 2931
2021
Q2
$3.1M Sell
63,950
-5,892
-8% -$286K ﹤0.01% 3154
2021
Q1
$2.91M Sell
69,842
-30,068
-30% -$1.25M ﹤0.01% 3178
2020
Q4
$4.35M Buy
99,910
+31,500
+46% +$1.37M ﹤0.01% 2845
2020
Q3
$2.24M Sell
68,410
-48,525
-41% -$1.59M ﹤0.01% 3172
2020
Q2
$3.87M Sell
116,935
-1,226
-1% -$40.5K ﹤0.01% 2693
2020
Q1
$2.72M Sell
118,161
-24,751
-17% -$570K ﹤0.01% 2703
2019
Q4
$4.21M Buy
142,912
+28,940
+25% +$853K ﹤0.01% 2693
2019
Q3
$2.71M Buy
113,972
+24,118
+27% +$574K ﹤0.01% 3035
2019
Q2
$2.45M Buy
89,854
+23,906
+36% +$653K ﹤0.01% 3135
2019
Q1
$2.35M Buy
65,948
+2,976
+5% +$106K ﹤0.01% 3202
2018
Q4
$1.66M Buy
62,972
+41,320
+191% +$1.09M ﹤0.01% 3375
2018
Q3
$1.03M Buy
+21,652
New +$1.03M ﹤0.01% 3885