ACM
FOCS

AKRE Capital Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

AKRE Capital Management’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
2019
Q2 		– Sell
-2,970,000
Closed -$106M – 25
2019
Q1 		$106M Hold
2,970,000
– – 1.12% 16
2018
Q4 		$78.2M Buy
2,970,000
+220,000
+8% +$7.67M 0.99% 17
2018
Q3 		$131M Buy
+2,750,000
New +$117M 1.52% 17

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

AKRE Capital Management's FOCS Position: Q2 2019 in Review

AKRE Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2019, closing a stake of 2,970,000 shares — an estimated $106M sold.

AKRE Capital Management first reported a position in FOCS in Q3 2018 and held it in 3 quarters. The position peaked at $131M in Q3 2018. 112 funds tracked by Wall St. Rank hold FOCS as of Q2 2019.

  • AKRE Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2019 after selling out during the quarter.
  • AKRE Capital Management sold 2,970,000 Focus Financial Partners Inc. Class A shares in Q2 2019, an estimated $106M.
  • AKRE Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 3 quarters.
  • AKRE Capital Management's Focus Financial Partners Inc. Class A position peaked at $131M in Q3 2018.
  • 112 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2019.

Based on AKRE Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.