GC
FOCS

Globeflex Capital’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Globeflex Capital’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
-2,374
Closed -$88.5K – 521
2022
Q4 		$88.5K Hold
2,374
– – 0.01% 415
2022
Q3 		$75K Hold
2,374
– – 0.01% 430
2022
Q2 		$81K Hold
2,374
– – 0.02% 413
2022
Q1 		$109K Hold
2,374
– – 0.02% 398
2021
Q4 		$142K Hold
2,374
– – 0.03% 386
2021
Q3 		$124K Hold
2,374
– – 0.03% 370
2021
Q2 		$115K Buy
+2,374
New +$115K 0.02% 404

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

Globeflex Capital's FOCS Position: Q1 2023 in Review

Globeflex Capital sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 2,374 shares — an estimated $88.5K sold.

Globeflex Capital first reported a position in FOCS in Q2 2021 and held it in 7 quarters. The position peaked at $142K in Q4 2021. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Globeflex Capital reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Globeflex Capital sold 2,374 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $88.5K.
  • Globeflex Capital first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and held it in 7 quarters.
  • Globeflex Capital's Focus Financial Partners Inc. Class A position peaked at $142K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Globeflex Capital's 13F filing for Q1 2023, filed 12 May 2023.