BMO
FOCS

Beck Mack & Oliver’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Beck Mack & Oliver’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
Q1 		– Sell
-155,624
Closed -$5.8M – 174
2022
Q4 		$5.8M Sell
155,624
-29,399
-16% -$1.05M 0.17% 62
2022
Q3 		$5.83M Sell
185,023
-950
-0.5% -$36.2K 0.19% 61
2022
Q2 		$6.33M Buy
185,973
+28,530
+18% +$1.09M 0.19% 61
2022
Q1 		$7.2M Buy
157,443
+32,725
+26% +$1.64M 0.18% 61
2021
Q4 		$7.45M Buy
124,718
+7,500
+6% +$467K 0.18% 59
2021
Q3 		$6.14M Sell
117,218
-490
-0.4% -$25K 0.16% 59
2021
Q2 		$5.71M Buy
117,708
+1,625
+1% +$78.4K 0.15% 60
2021
Q1 		$4.83M Buy
116,083
+16,528
+17% +$800K 0.15% 63
2020
Q4 		$4.33M Buy
99,555
+4,750
+5% +$191K 0.14% 63
2020
Q3 		$3.11M Sell
94,805
-1,000
-1% -$35.4K 0.11% 70
2020
Q2 		$3.17M Buy
95,805
+13,224
+16% +$331K 0.12% 70
2020
Q1 		$1.9M Buy
82,581
+6,839
+9% +$182K 0.08% 81
2019
Q4 		$2.23M Buy
75,742
+16,427
+28% +$420K 0.07% 80
2019
Q3 		$1.41M Buy
59,315
+28,165
+90% +$693K 0.05% 96
2019
Q2 		$851K Buy
+31,150
New +$1.02M 0.03% 123

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Beck Mack & Oliver's FOCS Position: Q1 2023 in Review

Beck Mack & Oliver sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 155,624 shares — an estimated $5.8M sold.

Beck Mack & Oliver first reported a position in FOCS in Q2 2019 and held it in 15 quarters. The position peaked at $7.45M in Q4 2021. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Beck Mack & Oliver reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Beck Mack & Oliver sold 155,624 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $5.8M.
  • Beck Mack & Oliver first reported a position in Focus Financial Partners Inc. Class A in Q2 2019 and held it in 15 quarters.
  • Beck Mack & Oliver's Focus Financial Partners Inc. Class A position peaked at $7.45M in Q4 2021.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Beck Mack & Oliver's 13F filing for Q1 2023, filed 15 May 2023.