Capital World Investors
FOCS

Capital World Investors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Capital World Investors’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
-6,092,402
Closed -$316M – 537
2023
Q1 		$316M Buy
6,092,402
+641,100
+12% +$30.9M 0.07% 236
2022
Q4 		$203M Buy
5,451,302
+1,119
+0% +$39.8K 0.04% 277
2022
Q3 		$172M Buy
5,450,183
+66
+0% +$2.52K 0.04% 285
2022
Q2 		$186M Sell
5,450,117
-34,086
-0.6% -$1.3M 0.04% 283
2022
Q1 		$251M Buy
5,484,203
+14,664
+0.3% +$736K 0.04% 276
2021
Q4 		$327M Buy
5,469,539
+1,453,859
+36% +$90.5M 0.05% 264
2021
Q3 		$210M Hold
4,015,680
– – 0.04% 304
2021
Q2 		$195M Buy
4,015,680
+1,466,678
+58% +$70.8M 0.03% 314
2021
Q1 		$106M Buy
2,549,002
+153,402
+6% +$7.43M 0.02% 362
2020
Q4 		$104M Hold
2,395,600
– – 0.02% 343
2020
Q3 		$78.6M Buy
2,395,600
+14,900
+0.6% +$527K 0.02% 354
2020
Q2 		$78.7M Buy
2,380,700
+26,400
+1% +$661K 0.02% 328
2020
Q1 		$54.2M Hold
2,354,300
– – 0.02% 326
2019
Q4 		$69.4M Buy
2,354,300
+218,231
+10% +$5.58M 0.02% 330
2019
Q3 		$50.8M Buy
2,136,069
+972,369
+84% +$23.9M 0.01% 335
2019
Q2 		$31.8M Buy
1,163,700
+178,000
+18% +$5.8M 0.01% 388
2019
Q1 		$35.1M Buy
985,700
+265,700
+37% +$8.37M 0.01% 375
2018
Q4 		$19M Buy
+720,000
New +$25.1M 0.01% 436

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 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 $3.76B AUM 62.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Capital World Investors's FOCS Position: Q2 2023 in Review

Capital World Investors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 6,092,402 shares — an estimated $316M sold.

Capital World Investors first reported a position in FOCS in Q4 2018 and held it in 18 quarters. The position peaked at $327M in Q4 2021. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

  • Capital World Investors reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • Capital World Investors sold 6,092,402 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $316M.
  • Capital World Investors first reported a position in Focus Financial Partners Inc. Class A in Q4 2018 and held it in 18 quarters.
  • Capital World Investors's Focus Financial Partners Inc. Class A position peaked at $327M in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on Capital World Investors's 13F filing for Q2 2023, filed 11 Aug 2023.