Bordeaux Wealth Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Bordeaux Wealth 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
2022 Q3	–	Sell	-43,339	Closed	-$1.48M	–	93
2022 Q2	$1.48M	Buy	43,339 +12,300	+40%	+$470K	1.02%	18
2022 Q1	$1.42M	Buy	31,039 +14,500	+88%	+$728K	0.77%	26
2021 Q4	$988K	Sell	16,539 -58,061	-78%	-$3.61M	0.45%	38
2021 Q3	$3.91M	Buy	74,600 +49,600	+198%	+$2.53M	2.21%	14
2021 Q2	$1.21M	Buy	+25,000	New	+$1.21M	0.7%	24

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bordeaux Wealth Advisors's FOCS Position: Q3 2022 in Review

Bordeaux Wealth Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2022, closing a stake of 43,339 shares — an estimated $1.48M sold.

Bordeaux Wealth Advisors first reported a position in FOCS in Q2 2021 and held it in 5 quarters. The position peaked at $3.91M in Q3 2021. 198 funds tracked by Wall St. Rank hold FOCS as of Q3 2022.

Bordeaux Wealth Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2022 after selling out during the quarter.
Bordeaux Wealth Advisors sold 43,339 Focus Financial Partners Inc. Class A shares in Q3 2022, an estimated $1.48M.
Bordeaux Wealth Advisors first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and held it in 5 quarters.
Bordeaux Wealth Advisors's Focus Financial Partners Inc. Class A position peaked at $3.91M in Q3 2021.
198 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2022.

Based on Bordeaux Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.