CWS
FOCS

Confluence Wealth Services’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-153
Closed -$9K – 1258
2021
Q4 		$9K Buy
+153
New +$9.52K ﹤0.01% 962

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Confluence Wealth Services's FOCS Position: Q1 2022 in Review

Confluence Wealth Services sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2022, closing a stake of 153 shares — an estimated $9K sold.

Confluence Wealth Services first reported a position in FOCS in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 219 funds tracked by Wall St. Rank hold FOCS as of Q1 2022.

  • Confluence Wealth Services reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 153 Focus Financial Partners Inc. Class A shares in Q1 2022, an estimated $9K.
  • Confluence Wealth Services first reported a position in Focus Financial Partners Inc. Class A in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Focus Financial Partners Inc. Class A position peaked at $9K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.