FCIM
FOCS

Fairview Capital Investment Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Fairview Capital Investment 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
2021
Q2 		– Sell
-2,500,898
Closed -$104M – 144
2021
Q1 		$104M Buy
2,500,898
+315,600
+14% +$15.3M 3.74% 7
2020
Q4 		$95.1M Hold
2,185,298
– – 3.9% 6
2020
Q3 		$71.7M Sell
2,185,298
-170,700
-7% -$6.04M 3.37% 7
2020
Q2 		$77.9M Buy
2,355,998
+13,800
+0.6% +$345K 3.77% 7
2020
Q1 		$53.9M Buy
2,342,198
+458,104
+24% +$12.2M 3.2% 8
2019
Q4 		$55.5M Buy
1,884,094
+20,950
+1% +$536K 2.73% 11
2019
Q3 		$44.3M Buy
1,863,144
+20,800
+1% +$512K 2.2% 14
2019
Q2 		$50.3M Buy
1,842,344
+84,575
+5% +$2.76M 2.53% 11
2019
Q1 		$62.6M Buy
1,757,769
+16,500
+0.9% +$520K 3.35% 9
2018
Q4 		$45.8M Buy
1,741,269
+113,897
+7% +$3.97M 2.73% 11
2018
Q3 		$77.2M Buy
+1,627,372
New +$69.5M 4.36% 6

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fairview Capital Investment Management's FOCS Position: Q2 2021 in Review

Fairview Capital Investment Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2021, closing a stake of 2,500,898 shares — an estimated $104M sold.

Fairview Capital Investment Management first reported a position in FOCS in Q3 2018 and held it in 11 quarters. The position peaked at $104M in Q1 2021. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2021.

  • Fairview Capital Investment Management reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2021 after selling out during the quarter.
  • Fairview Capital Investment Management sold 2,500,898 Focus Financial Partners Inc. Class A shares in Q2 2021, an estimated $104M.
  • Fairview Capital Investment Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 11 quarters.
  • Fairview Capital Investment Management's Focus Financial Partners Inc. Class A position peaked at $104M in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2021.

Based on Fairview Capital Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.