BCA
FOCS

Berman Capital Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Berman Capital 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
Q3 		$5K Buy
113
+42
+59% +$2.15K ﹤0.01% 1451
2021
Q2 		$3K Hold
71
– – ﹤0.01% 1537
2021
Q1 		$2K Hold
71
– – ﹤0.01% 1566
2020
Q4 		$3K Hold
71
– – ﹤0.01% 1349
2020
Q3 		$2K Hold
71
– – ﹤0.01% 1365
2020
Q2 		$2K Buy
+71
New +$1.78K ﹤0.01% 1344

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Berman Capital Advisors's FOCS Position: Q3 2021 in Review

Berman Capital Advisors increased its Focus Financial Partners Inc. Class A (FOCS) stake by 59% in Q3 2021, buying an estimated $2.15K and bringing the position to 113 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Berman Capital Advisors first reported a position in FOCS in Q2 2020 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold FOCS as of Q3 2021.

  • Berman Capital Advisors held 113 shares of Focus Financial Partners Inc. Class A worth $5K as of Q3 2021.
  • Berman Capital Advisors bought 42 Focus Financial Partners Inc. Class A shares in Q3 2021, an estimated $2.15K.
  • Focus Financial Partners Inc. Class A made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1451 holding.
  • Berman Capital Advisors first reported a position in Focus Financial Partners Inc. Class A in Q2 2020 and has held it in 6 quarters since.
  • 211 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.