CI
FOCS

CX Institutional’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

CX Institutional’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
Q4 		– Sell
-32,265
Closed -$1.02M – 591
2022
Q3 		$1.02M Buy
32,265
+13,260
+70% +$506K 0.07% 256
2022
Q2 		$647K Buy
+19,005
New +$726K 0.05% 286

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CX Institutional's FOCS Position: Q4 2022 in Review

CX Institutional sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2022, closing a stake of 32,265 shares — an estimated $1.02M sold.

CX Institutional first reported a position in FOCS in Q2 2022 and held it in 2 quarters. The position peaked at $1.02M in Q3 2022. 179 funds tracked by Wall St. Rank hold FOCS as of Q4 2022.

  • CX Institutional reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2022 after selling out during the quarter.
  • CX Institutional sold 32,265 Focus Financial Partners Inc. Class A shares in Q4 2022, an estimated $1.02M.
  • CX Institutional first reported a position in Focus Financial Partners Inc. Class A in Q2 2022 and held it in 2 quarters.
  • CX Institutional's Focus Financial Partners Inc. Class A position peaked at $1.02M in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2022.

Based on CX Institutional's 13F filing for Q4 2022, filed 3 Feb 2023.