Creative Planning
FOCS

Creative Planning’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Creative Planning’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
Q3 		– Sell
-6,098
Closed -$208K – 2478
2022
Q2 		$208K Sell
6,098
-3,422
-36% -$131K ﹤0.01% 1859
2022
Q1 		$435K Buy
+9,520
New +$478K ﹤0.01% 1404

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
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Creative Planning's FOCS Position: Q3 2022 in Review

Creative Planning sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2022, closing a stake of 6,098 shares — an estimated $208K sold.

Creative Planning first reported a position in FOCS in Q1 2022 and held it in 2 quarters. The position peaked at $435K in Q1 2022. 198 funds tracked by Wall St. Rank hold FOCS as of Q3 2022.

  • Creative Planning reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 6,098 Focus Financial Partners Inc. Class A shares in Q3 2022, an estimated $208K.
  • Creative Planning first reported a position in Focus Financial Partners Inc. Class A in Q1 2022 and held it in 2 quarters.
  • Creative Planning's Focus Financial Partners Inc. Class A position peaked at $435K in Q1 2022.
  • 198 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.