HFA
FOCS

HC Financial Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

HC Financial Advisors’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
2022
Q2 		$3K Hold
94
– – ﹤0.01% 305
2022
Q1 		$4K Hold
94
– – ﹤0.01% 282
2021
Q4 		$6K Sell
94
-6
-6% -$373 ﹤0.01% 277
2021
Q3 		$5K Hold
100
– – ﹤0.01% 279
2021
Q2 		$5K Buy
+100
New +$4.83K ﹤0.01% 292

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

HC Financial Advisors's FOCS Position: Q2 2022 in Review

HC Financial Advisors held its Focus Financial Partners Inc. Class A (FOCS) position steady in Q2 2022 at 94 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

HC Financial Advisors first reported a position in FOCS in Q2 2021 and has held it in 5 quarters since. The position peaked at $6K in Q4 2021. 203 funds tracked by Wall St. Rank hold FOCS as of Q2 2022.

  • HC Financial Advisors held 94 shares of Focus Financial Partners Inc. Class A worth $3K as of Q2 2022.
  • HC Financial Advisors left its Focus Financial Partners Inc. Class A share count unchanged in Q2 2022.
  • Focus Financial Partners Inc. Class A made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #305 holding.
  • HC Financial Advisors first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and has held it in 5 quarters since.
  • HC Financial Advisors's Focus Financial Partners Inc. Class A position peaked at $6K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.