EWM
FOCS

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

Executive Wealth 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
2019
Q3 		– Sell
-52
Closed -$1K – 865
2019
Q2 		$1K Hold
52
– – ﹤0.01% 884
2019
Q1 		$2K Hold
52
– – ﹤0.01% 757
2018
Q4 		$1K Buy
+52
New +$1.81K ﹤0.01% 869

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Executive Wealth Management's FOCS Position: Q3 2019 in Review

Executive Wealth Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2019, closing a stake of 52 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in FOCS in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 116 funds tracked by Wall St. Rank hold FOCS as of Q3 2019.

  • Executive Wealth Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 52 Focus Financial Partners Inc. Class A shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Focus Financial Partners Inc. Class A position peaked at $2K in Q1 2019.
  • 116 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.