CMBA
FOCS

C.M. Bidwell & Associates’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

C.M. Bidwell & Associates’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
2020
Q3 		– Sell
-5,170
Closed -$171K – 523
2020
Q2 		$171K Sell
5,170
-3,500
-40% -$87.6K 0.16% 144
2020
Q1 		$199K Buy
+8,670
New +$230K 0.21% 118

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

C.M. Bidwell & Associates's FOCS Position: Q3 2020 in Review

C.M. Bidwell & Associates sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2020, closing a stake of 5,170 shares — an estimated $171K sold.

C.M. Bidwell & Associates first reported a position in FOCS in Q1 2020 and held it in 2 quarters. The position peaked at $199K in Q1 2020. 149 funds tracked by Wall St. Rank hold FOCS as of Q3 2020.

  • C.M. Bidwell & Associates reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 5,170 Focus Financial Partners Inc. Class A shares in Q3 2020, an estimated $171K.
  • C.M. Bidwell & Associates first reported a position in Focus Financial Partners Inc. Class A in Q1 2020 and held it in 2 quarters.
  • C.M. Bidwell & Associates's Focus Financial Partners Inc. Class A position peaked at $199K in Q1 2020.
  • 149 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.