BAIA
FOCS

Bel Air Investment Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		$4.34M Buy
89,392
+44,602
+100% +$2.15M 0.13% 82
2021
Q1 		$1.86M Buy
+44,790
New +$2.17M 0.06% 131

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bel Air Investment Advisors's FOCS Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Focus Financial Partners Inc. Class A (FOCS) stake by 100% in Q2 2021, buying an estimated $2.15M and bringing the position to 89,392 shares worth $4.34M. The position accounts for 0.13% of the portfolio, ranked #82.

Bel Air Investment Advisors first reported a position in FOCS in Q1 2021 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2021.

  • Bel Air Investment Advisors held 89,392 shares of Focus Financial Partners Inc. Class A worth $4.34M as of Q2 2021.
  • Bel Air Investment Advisors bought 44,602 Focus Financial Partners Inc. Class A shares in Q2 2021, an estimated $2.15M.
  • Focus Financial Partners Inc. Class A made up 0.13% of Bel Air Investment Advisors's portfolio in Q2 2021, its #82 holding.
  • Bel Air Investment Advisors first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.