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

Coastal Bridge 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
2021 Q1	–	Sell	-5,000	Closed	-$218K	–	157
2020 Q4	$218K	Sell	5,000 -4,000	-44%	-$160K	0.04%	124
2020 Q3	$295K	Sell	9,000 -100	-1%	-$3.54K	0.09%	88
2020 Q2	$301K	Hold	9,100	–	–	0.1%	97
2020 Q1	$209K	Hold	9,100	–	–	0.08%	115
2019 Q4	$268K	Sell	9,100 -74	-0.8%	-$1.89K	0.07%	100
2019 Q3	$218K	Hold	9,174	–	–	0.07%	122
2019 Q2	$251K	Hold	9,174	–	–	0.07%	102
2019 Q1	$327K	Buy	+9,174	New	+$289K	0.11%	90

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

Coastal Bridge Advisors's FOCS Position: Q1 2021 in Review

Coastal Bridge Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2021, closing a stake of 5,000 shares — an estimated $218K sold.

Coastal Bridge Advisors first reported a position in FOCS in Q1 2019 and held it in 8 quarters. The position peaked at $327K in Q1 2019. 199 funds tracked by Wall St. Rank hold FOCS as of Q1 2021.

Coastal Bridge Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2021 after selling out during the quarter.
Coastal Bridge Advisors sold 5,000 Focus Financial Partners Inc. Class A shares in Q1 2021, an estimated $218K.
Coastal Bridge Advisors first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 8 quarters.
Coastal Bridge Advisors's Focus Financial Partners Inc. Class A position peaked at $327K in Q1 2019.
199 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2021.

Based on Coastal Bridge Advisors's 13F filing for Q1 2021, filed 17 May 2021.