APWM
FOCS

Atlas Private Wealth Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Atlas Private Wealth 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
2020
Q2 		– Sell
-636
Closed -$15K – 498
2020
Q1 		$15K Hold
636
– – 0.01% 278
2019
Q4 		$19K Buy
+636
New +$16.3K 0.01% 298

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Atlas Private Wealth Management's FOCS Position: Q2 2020 in Review

Atlas Private Wealth Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2020, closing a stake of 636 shares — an estimated $15K sold.

Atlas Private Wealth Management first reported a position in FOCS in Q4 2019 and held it in 2 quarters. The position peaked at $19K in Q4 2019. 131 funds tracked by Wall St. Rank hold FOCS as of Q2 2020.

  • Atlas Private Wealth Management reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 636 Focus Financial Partners Inc. Class A shares in Q2 2020, an estimated $15K.
  • Atlas Private Wealth Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 2 quarters.
  • Atlas Private Wealth Management's Focus Financial Partners Inc. Class A position peaked at $19K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2020.

Based on Atlas Private Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.