BRWM
FOCS

B. Riley Wealth Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

B. Riley 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
Q4 		– Sell
-6,275
Closed -$206K – 485
2020
Q3 		$206K Buy
+6,275
New +$222K 0.02% 356

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

B. Riley Wealth Management's FOCS Position: Q4 2020 in Review

B. Riley Wealth Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2020, closing a stake of 6,275 shares — an estimated $206K sold.

B. Riley Wealth Management first reported a position in FOCS in Q3 2020 and held it in 1 quarter. The position peaked at $206K in Q3 2020. 164 funds tracked by Wall St. Rank hold FOCS as of Q4 2020.

  • B. Riley Wealth Management reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 6,275 Focus Financial Partners Inc. Class A shares in Q4 2020, an estimated $206K.
  • B. Riley Wealth Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and held it in 1 quarter.
  • B. Riley Wealth Management's Focus Financial Partners Inc. Class A position peaked at $206K in Q3 2020.
  • 164 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.