Ensign Peak Advisors
FOCS

Ensign Peak Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Ensign Peak Advisors’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
-20,000
Closed -$745K – 1797
2022
Q4 		$745K Buy
20,000
+13,000
+186% +$463K ﹤0.01% 1406
2022
Q3 		$221K Buy
+7,000
New +$267K ﹤0.01% 1841

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

Ensign Peak Advisors's FOCS Position: Q1 2023 in Review

Ensign Peak Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 20,000 shares — an estimated $745K sold.

Ensign Peak Advisors first reported a position in FOCS in Q3 2022 and held it in 2 quarters. The position peaked at $745K in Q4 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Ensign Peak Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Ensign Peak Advisors sold 20,000 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $745K.
  • Ensign Peak Advisors first reported a position in Focus Financial Partners Inc. Class A in Q3 2022 and held it in 2 quarters.
  • Ensign Peak Advisors's Focus Financial Partners Inc. Class A position peaked at $745K in Q4 2022.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Ensign Peak Advisors's 13F filing for Q1 2023, filed 15 May 2023.