BSCM
FOCS

Berry Street Capital Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Berry Street Capital 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
2023
Q2 		– Sell
-225,000
Closed -$11.7M – 42
2023
Q1 		$11.7M Buy
+225,000
New +$10.8M 2.94% 16

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Berry Street Capital Management's FOCS Position: Q2 2023 in Review

Berry Street Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 225,000 shares — an estimated $11.7M sold.

Berry Street Capital Management first reported a position in FOCS in Q1 2023 and held it in 1 quarter. The position peaked at $11.7M in Q1 2023. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

  • Berry Street Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • Berry Street Capital Management sold 225,000 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $11.7M.
  • Berry Street Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 1 quarter.
  • Berry Street Capital Management's Focus Financial Partners Inc. Class A position peaked at $11.7M in Q1 2023.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on Berry Street Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.