GG
FOCS

Golden Green’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Golden Green’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
-4,841
Closed -$235K – 171
2021
Q2 		$235K Sell
4,841
-88
-2% -$4.25K 0.18% 135
2021
Q1 		$205K Buy
+4,929
New +$239K 0.18% 154

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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 $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

Golden Green's FOCS Position: Q3 2021 in Review

Golden Green sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2021, closing a stake of 4,841 shares — an estimated $235K sold.

Golden Green first reported a position in FOCS in Q1 2021 and held it in 2 quarters. The position peaked at $235K in Q2 2021. 211 funds tracked by Wall St. Rank hold FOCS as of Q3 2021.

  • Golden Green reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2021 after selling out during the quarter.
  • Golden Green sold 4,841 Focus Financial Partners Inc. Class A shares in Q3 2021, an estimated $235K.
  • Golden Green first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 2 quarters.
  • Golden Green's Focus Financial Partners Inc. Class A position peaked at $235K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2021.

Based on Golden Green's 13F filing for Q3 2021, filed 8 Oct 2021.