DAM
FOCS

DLD Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

DLD Asset Management’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
2023
Q2 		– Sell
-186,500
Closed -$9.67M – 108
2023
Q1 		$9.67M Buy
+186,500
New +$8.99M 0.81% 36

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

DLD Asset Management's FOCS Position: Q2 2023 in Review

DLD Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 186,500 shares — an estimated $9.67M sold.

DLD Asset Management first reported a position in FOCS in Q1 2023 and held it in 1 quarter. The position peaked at $9.67M in Q1 2023. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

  • DLD Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • DLD Asset Management sold 186,500 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $9.67M.
  • DLD Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 1 quarter.
  • DLD Asset Management's Focus Financial Partners Inc. Class A position peaked at $9.67M in Q1 2023.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on DLD Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.