DLA
FOCS

Douglas Lane & Associates’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Douglas Lane & Associates’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
Q1 		– Sell
-7,163
Closed -$312K – 222
2020
Q4 		$312K Buy
+7,163
New +$287K 0.01% 184

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Douglas Lane & Associates's FOCS Position: Q1 2021 in Review

Douglas Lane & Associates sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2021, closing a stake of 7,163 shares — an estimated $312K sold.

Douglas Lane & Associates first reported a position in FOCS in Q4 2020 and held it in 1 quarter. The position peaked at $312K in Q4 2020. 199 funds tracked by Wall St. Rank hold FOCS as of Q1 2021.

  • Douglas Lane & Associates reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2021 after selling out during the quarter.
  • Douglas Lane & Associates sold 7,163 Focus Financial Partners Inc. Class A shares in Q1 2021, an estimated $312K.
  • Douglas Lane & Associates first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 1 quarter.
  • Douglas Lane & Associates's Focus Financial Partners Inc. Class A position peaked at $312K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2021.

Based on Douglas Lane & Associates's 13F filing for Q1 2021, filed 19 Apr 2021.