CH
FOCS

CVI Holdings’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

CVI Holdings’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
Q3 		– Sell
-147,634
Closed -$7.16M – 938
2021
Q2 		$7.16M Buy
+147,634
New +$7.12M 0.48% 45

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CVI Holdings's FOCS Position: Q3 2021 in Review

CVI Holdings sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2021, closing a stake of 147,634 shares — an estimated $7.16M sold.

CVI Holdings first reported a position in FOCS in Q2 2021 and held it in 1 quarter. The position peaked at $7.16M in Q2 2021. 211 funds tracked by Wall St. Rank hold FOCS as of Q3 2021.

  • CVI Holdings reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2021 after selling out during the quarter.
  • CVI Holdings sold 147,634 Focus Financial Partners Inc. Class A shares in Q3 2021, an estimated $7.16M.
  • CVI Holdings first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and held it in 1 quarter.
  • CVI Holdings's Focus Financial Partners Inc. Class A position peaked at $7.16M in Q2 2021.
  • 211 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2021.

Based on CVI Holdings's 13F filing for Q3 2021, filed 15 Nov 2021.