CL
FOCS

CIM LLC’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

CIM LLC’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
-4,425
Closed -$230K – 169
2023
Q1 		$230K Sell
4,425
-1,138
-20% -$54.8K 0.05% 139
2022
Q4 		$279K Sell
5,563
-176
-3% -$6.26K 0.06% 133
2022
Q3 		$201K Buy
+5,739
New +$219K 0.04% 145
2022
Q2 		– Sell
-5,096
Closed -$218K – 160
2022
Q1 		$218K Buy
5,096
+158
+3% +$7.93K 0.04% 137
2021
Q4 		$237K Buy
4,938
+328
+7% +$20.4K 0.04% 132
2021
Q3 		$307K Buy
4,610
+277
+6% +$14.2K 0.05% 129
2021
Q2 		$219K Buy
+4,333
New +$209K 0.04% 146

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

CIM LLC's FOCS Position: Q2 2023 in Review

CIM LLC sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 4,425 shares — an estimated $230K sold.

CIM LLC first reported a position in FOCS in Q2 2021 and held it in 7 quarters. The position peaked at $307K in Q3 2021. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

  • CIM LLC reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • CIM LLC sold 4,425 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $230K.
  • CIM LLC first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and held it in 7 quarters.
  • CIM LLC's Focus Financial Partners Inc. Class A position peaked at $307K in Q3 2021.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on CIM LLC's 13F filing for Q2 2023, filed 17 May 2024.