FWM
FOCS

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

FFT 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
2021
Q3 		– Sell
-550
Closed -$27K – 253
2021
Q2 		$27K Buy
+550
New +$26.5K 0.01% 171

Other funds holding FOCS

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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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FFT Wealth Management's FOCS Position: Q3 2021 in Review

FFT Wealth Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2021, closing a stake of 550 shares — an estimated $27K sold.

FFT Wealth Management first reported a position in FOCS in Q2 2021 and held it in 1 quarter. The position peaked at $27K in Q2 2021. 211 funds tracked by Wall St. Rank hold FOCS as of Q3 2021.

  • FFT Wealth Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2021 after selling out during the quarter.
  • FFT Wealth Management sold 550 Focus Financial Partners Inc. Class A shares in Q3 2021, an estimated $27K.
  • FFT Wealth Management first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and held it in 1 quarter.
  • FFT Wealth Management's Focus Financial Partners Inc. Class A position peaked at $27K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.