XML Financial’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

XML Financial’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	-11,781	Closed	-$619K	–	347
2023 Q2	$619K	Buy	+11,781	New	+$614K	0.07%	193
2022 Q2	–	Sell	-11,782	Closed	-$539K	–	342
2022 Q1	$539K	Hold	11,782	–	–	0.06%	200
2021 Q4	$704K	Hold	11,782	–	–	0.08%	177
2021 Q3	$617K	Hold	11,782	–	–	0.08%	181
2021 Q2	$571K	Sell	11,782 -200	-2%	-$9.65K	0.13%	131
2021 Q1	$499K	Sell	11,982 -5,300	-31%	-$257K	0.12%	134
2020 Q4	$752K	Sell	17,282 -16,000	-48%	-$642K	0.19%	101
2020 Q3	$1.09M	Sell	33,282 -23,980	-42%	-$848K	0.34%	67
2020 Q2	$1.89M	Sell	57,262 -29,111	-34%	-$729K	0.66%	37
2020 Q1	$1.99M	Sell	86,373 -100	-0.1%	-$2.65K	0.86%	31
2019 Q4	$2.55M	Buy	+86,473	New	+$2.21M	0.93%	26

XML Financial's FOCS Position: Q3 2023 in Review

XML Financial sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 11,781 shares — an estimated $619K sold.

XML Financial first reported a position in FOCS in Q4 2019 and held it in 11 quarters. The position peaked at $2.55M in Q4 2019. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

XML Financial reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
XML Financial sold 11,781 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $619K.
XML Financial first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 11 quarters.
XML Financial's Focus Financial Partners Inc. Class A position peaked at $2.55M in Q4 2019.
0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on XML Financial's 13F filing for Q3 2023, filed 6 Nov 2023.