CFO4Life Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

CFO4Life Group’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	-23,001	Closed	-$1M	–	155
2020 Q4	$1M	Buy	23,001 +12	+0.1%	+$481	0.29%	45
2020 Q3	$754K	Hold	22,989	–	–	0.26%	45
2020 Q2	$760K	Hold	22,989	–	–	0.29%	45
2020 Q1	$529K	Hold	22,989	–	–	0.28%	48
2019 Q4	$677K	Hold	22,989	–	–	0.29%	50
2019 Q3	$547K	Hold	22,989	–	–	0.25%	59
2019 Q2	$628K	Hold	22,989	–	–	0.29%	53
2019 Q1	$819K	Buy	+22,989	New	+$725K	0.38%	45
2018 Q4	–	Sell	-8,226	Closed	-$390K	–	143
2018 Q3	$390K	Buy	+8,226	New	+$351K	0.17%	87

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 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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CFO4Life Group's FOCS Position: Q1 2021 in Review

CFO4Life Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2021, closing a stake of 23,001 shares — an estimated $1M sold.

CFO4Life Group first reported a position in FOCS in Q3 2018 and held it in 9 quarters. The position peaked at $1M in Q4 2020. 199 funds tracked by Wall St. Rank hold FOCS as of Q1 2021.

CFO4Life Group reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2021 after selling out during the quarter.
CFO4Life Group sold 23,001 Focus Financial Partners Inc. Class A shares in Q1 2021, an estimated $1M.
CFO4Life Group first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 9 quarters.
CFO4Life Group's Focus Financial Partners Inc. Class A position peaked at $1M in Q4 2020.
199 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2021.

Based on CFO4Life Group's 13F filing for Q1 2021, filed 20 Apr 2021.