CA
FOCS

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

Claro 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
2019
Q1 		– Sell
-271
Closed -$13K – 1001
2018
Q4 		$13K Buy
+271
New +$9.45K 0.01% 634

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Claro Advisors's FOCS Position: Q1 2019 in Review

Claro Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2019, closing a stake of 271 shares — an estimated $13K sold.

Claro Advisors first reported a position in FOCS in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 101 funds tracked by Wall St. Rank hold FOCS as of Q1 2019.

  • Claro Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 271 Focus Financial Partners Inc. Class A shares in Q1 2019, an estimated $13K.
  • Claro Advisors first reported a position in Focus Financial Partners Inc. Class A in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Focus Financial Partners Inc. Class A position peaked at $13K in Q4 2018.
  • 101 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.