GRP
FOCS

Global Retirement Partners’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Global Retirement Partners’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
-551
Closed -$20.5K – 3368
2022
Q4 		$20.5K Hold
551
– – ﹤0.01% 1468
2022
Q3 		$19K Hold
551
– – ﹤0.01% 1429
2022
Q2 		$19K Hold
551
– – ﹤0.01% 1378
2022
Q1 		$20K Buy
551
+467
+556% +$23.4K ﹤0.01% 1355
2021
Q4 		$5K Buy
84
+13
+18% +$809 ﹤0.01% 193
2021
Q3 		$4K Buy
+71
New +$3.63K ﹤0.01% 1727

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

Global Retirement Partners's FOCS Position: Q1 2023 in Review

Global Retirement Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 551 shares — an estimated $20.5K sold.

Global Retirement Partners first reported a position in FOCS in Q3 2021 and held it in 6 quarters. The position peaked at $20.5K in Q4 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Global Retirement Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Global Retirement Partners sold 551 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $20.5K.
  • Global Retirement Partners first reported a position in Focus Financial Partners Inc. Class A in Q3 2021 and held it in 6 quarters.
  • Global Retirement Partners's Focus Financial Partners Inc. Class A position peaked at $20.5K in Q4 2022.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.