Winslow Asset 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 |
-52,502
| Closed | -$2.76M | – | 76 |
|
|
2023
Q2 | $2.76M | Sell |
52,502
-90,992
| -63% | -$4.74M | 0.59% | 45 |
|
|
2023
Q1 | $7.44M | Sell |
143,494
-71,578
| -33% | -$3.45M | 1.74% | 22 |
|
|
2022
Q4 | $8.02M | Buy |
215,072
+1,706
| +0.8% | +$60.7K | 1.9% | 22 |
|
|
2022
Q3 | $6.72M | Buy |
213,366
+1,407
| +0.7% | +$53.7K | 1.75% | 22 |
|
|
2022
Q2 | $7.22M | Buy |
211,959
+3,422
| +2% | +$131K | 1.74% | 22 |
|
|
2022
Q1 | $9.54M | Sell |
208,537
-1,414
| -0.7% | -$71K | 1.88% | 18 |
|
|
2021
Q4 | $12.5M | Buy |
209,951
+330
| +0.2% | +$20.5K | 2.21% | 18 |
|
|
2021
Q3 | $11M | Sell |
209,621
-415
| -0.2% | -$21.2K | 2.12% | 17 |
|
|
2021
Q2 | $10.2M | Buy |
210,036
+350
| +0.2% | +$16.9K | 1.9% | 19 |
|
|
2021
Q1 | $8.73M | Sell |
209,686
-6,210
| -3% | -$301K | 1.77% | 23 |
|
|
2020
Q4 | $9.39M | Sell |
215,896
-4,544
| -2% | -$182K | 1.98% | 17 |
|
|
2020
Q3 | $7.23M | Sell |
220,440
-3,810
| -2% | -$135K | 1.84% | 21 |
|
|
2020
Q2 | $7.41M | Sell |
224,250
-2,056
| -0.9% | -$51.5K | 2% | 21 |
|
|
2020
Q1 | $5.21M | Buy |
226,306
+11,015
| +5% | +$292K | 1.71% | 26 |
|
|
2019
Q4 | $6.34M | Buy |
215,291
+6,854
| +3% | +$175K | 1.45% | 29 |
|
|
2019
Q3 | $4.96M | Buy |
208,437
+11,744
| +6% | +$289K | 1.24% | 34 |
|
|
2019
Q2 | $5.37M | Sell |
196,693
-8,925
| -4% | -$291K | 1.19% | 37 |
|
|
2019
Q1 | $7.33M | Buy |
205,618
+104,935
| +104% | +$3.31M | 1.54% | 30 |
|
|
2018
Q4 | $2.65M | Buy |
+100,683
| New | +$3.51M | 0.62% | 50 |
|
Winslow Asset Management's FOCS Position: Q3 2023 in Review
Winslow Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 52,502 shares — an estimated $2.76M sold.
Winslow Asset Management first reported a position in FOCS in Q4 2018 and held it in 19 quarters. The position peaked at $12.5M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Winslow Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Winslow Asset Management sold 52,502 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $2.76M.
- Winslow Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2018 and held it in 19 quarters.
- Winslow Asset Management's Focus Financial Partners Inc. Class A position peaked at $12.5M in Q4 2021.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Winslow Asset Management's 13F filing for Q3 2023, filed 7 Nov 2023.