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

Financial Management Professionals’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	-2,011	Closed	-$75K	–	1180
2022 Q4	$75K	Sell	2,011 -20	-1%	-$712	0.02%	190
2022 Q3	$64K	Buy	2,031 +562	+38%	+$21.4K	0.01%	198
2022 Q2	$50K	Sell	1,469 -203	-12%	-$7.76K	0.01%	227
2022 Q1	$76K	Hold	1,672	–	–	0.02%	195
2021 Q4	$100K	Hold	1,672	–	–	0.02%	172
2021 Q3	$88K	Sell	1,672 -12	-0.7%	-$613	0.02%	170
2021 Q2	$82K	Buy	1,684 +16	+1%	+$772	0.02%	175
2021 Q1	$69K	Sell	1,668 -26	-2%	-$1.26K	0.02%	192
2020 Q4	$74K	Buy	+1,694	New	+$68K	0.02%	163

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Financial Management Professionals's FOCS Position: Q1 2023 in Review

Financial Management Professionals sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 2,011 shares — an estimated $75K sold.

Financial Management Professionals first reported a position in FOCS in Q4 2020 and held it in 9 quarters. The position peaked at $100K in Q4 2021. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

Financial Management Professionals reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
Financial Management Professionals sold 2,011 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $75K.
Financial Management Professionals first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 9 quarters.
Financial Management Professionals's Focus Financial Partners Inc. Class A position peaked at $100K in Q4 2021.
229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Financial Management Professionals's 13F filing for Q1 2023, filed 13 Apr 2023.