Westchester Capital Management (New York)’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Westchester Capital Management (New York)’s Portfolio FOCS Stock Details FOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-171,910	Closed	-$9.03M	–	350
2023 Q2	$9.03M	Hold	171,910	–	–	0.28%	78
2023 Q1	$8.92M	Buy	+171,910	New	+$8.28M	0.27%	111

Westchester Capital Management (New York)'s FOCS Position: Q3 2023 in Review

Westchester Capital Management (New York) sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 171,910 shares — an estimated $9.03M sold.

Westchester Capital Management (New York) first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $9.03M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

Westchester Capital Management (New York) reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
Westchester Capital Management (New York) sold 171,910 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $9.03M.
Westchester Capital Management (New York) first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
Westchester Capital Management (New York)'s Focus Financial Partners Inc. Class A position peaked at $9.03M in Q2 2023.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2023, filed 8 Nov 2023.