HIM
FOCS

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

Hillsdale Investment Management’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
Q3 		– Sell
-15,400
Closed -$525K – 639
2022
Q2 		$525K Hold
15,400
– – 0.04% 326
2022
Q1 		$704K Hold
15,400
– – 0.05% 308
2021
Q4 		$920K Buy
+15,400
New +$959K 0.06% 265

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 $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Hillsdale Investment Management's FOCS Position: Q3 2022 in Review

Hillsdale Investment Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2022, closing a stake of 15,400 shares — an estimated $525K sold.

Hillsdale Investment Management first reported a position in FOCS in Q4 2021 and held it in 3 quarters. The position peaked at $920K in Q4 2021. 198 funds tracked by Wall St. Rank hold FOCS as of Q3 2022.

  • Hillsdale Investment Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 15,400 Focus Financial Partners Inc. Class A shares in Q3 2022, an estimated $525K.
  • Hillsdale Investment Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2021 and held it in 3 quarters.
  • Hillsdale Investment Management's Focus Financial Partners Inc. Class A position peaked at $920K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2022.

Based on Hillsdale Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.