DWP
FOCS

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

Destiny Wealth Partners’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
Q2 		– Sell
-152
Closed -$7K – 667
2022
Q1 		$7K Hold
152
– – ﹤0.01% 454
2021
Q4 		$9K Hold
152
– – ﹤0.01% 455
2021
Q3 		$8K Buy
+152
New +$7.77K ﹤0.01% 437
2021
Q2 		– Sell
-152
Closed -$6K – 544
2021
Q1 		$6K Hold
152
– – ﹤0.01% 448
2020
Q4 		$7K Buy
+152
New +$6.1K ﹤0.01% 435

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Destiny Wealth Partners's FOCS Position: Q2 2022 in Review

Destiny Wealth Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2022, closing a stake of 152 shares — an estimated $7K sold.

Destiny Wealth Partners first reported a position in FOCS in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 203 funds tracked by Wall St. Rank hold FOCS as of Q2 2022.

  • Destiny Wealth Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 152 Focus Financial Partners Inc. Class A shares in Q2 2022, an estimated $7K.
  • Destiny Wealth Partners first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 5 quarters.
  • Destiny Wealth Partners's Focus Financial Partners Inc. Class A position peaked at $9K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2022.

Based on Destiny Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.