BIM
FOCS

Bogle Investment Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Bogle Investment 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
2021
Q1 		– Sell
-12,369
Closed -$538K – 129
2020
Q4 		$538K Hold
12,369
– – 0.85% 39
2020
Q3 		$406K Buy
12,369
+654
+6% +$23.1K 0.12% 175
2020
Q2 		$387K Buy
+11,715
New +$293K 0.06% 229

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Bogle Investment Management's FOCS Position: Q1 2021 in Review

Bogle Investment Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2021, closing a stake of 12,369 shares — an estimated $538K sold.

Bogle Investment Management first reported a position in FOCS in Q2 2020 and held it in 3 quarters. The position peaked at $538K in Q4 2020. 199 funds tracked by Wall St. Rank hold FOCS as of Q1 2021.

  • Bogle Investment Management reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2021 after selling out during the quarter.
  • Bogle Investment Management sold 12,369 Focus Financial Partners Inc. Class A shares in Q1 2021, an estimated $538K.
  • Bogle Investment Management first reported a position in Focus Financial Partners Inc. Class A in Q2 2020 and held it in 3 quarters.
  • Bogle Investment Management's Focus Financial Partners Inc. Class A position peaked at $538K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2021.

Based on Bogle Investment Management's 13F filing for Q1 2021.