EAM
FOCS

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

Eagle 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
Q1 		– Sell
-118,186
Closed -$4.46M – 581
2022
Q4 		$4.46M Sell
118,186
-3,536
-3% -$126K 0.03% 361
2022
Q3 		$3.83M Sell
121,722
-2,386
-2% -$91K 0.03% 377
2022
Q2 		$4.23M Sell
124,108
-923
-0.7% -$35.3K 0.03% 374
2022
Q1 		$5.72M Sell
125,031
-5,185
-4% -$260K 0.03% 366
2021
Q4 		$7.8M Buy
130,216
+28,903
+29% +$1.8M 0.03% 352
2021
Q3 		$5.3M Buy
+101,313
New +$5.18M 0.02% 392

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Eagle Asset Management's FOCS Position: Q1 2023 in Review

Eagle Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 118,186 shares — an estimated $4.46M sold.

Eagle Asset Management first reported a position in FOCS in Q3 2021 and held it in 6 quarters. The position peaked at $7.8M in Q4 2021. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Eagle Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Eagle Asset Management sold 118,186 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $4.46M.
  • Eagle Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2021 and held it in 6 quarters.
  • Eagle Asset Management's Focus Financial Partners Inc. Class A position peaked at $7.8M in Q4 2021.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Eagle Asset Management's 13F filing for Q1 2023, filed 8 May 2023.