IA
FOCS

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

IFP 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
2023
Q1 		– Sell
-14
Closed -$1K – 4586
2022
Q4 		$1K Sell
14
-147
-91% -$5.23K ﹤0.01% 4558
2022
Q3 		$7K Buy
161
+14
+10% +$534 ﹤0.01% 3900
2022
Q2 		$6K Hold
147
– – ﹤0.01% 3732
2022
Q1 		$6K Buy
+147
New +$7.38K ﹤0.01% 3732
2020
Q1 		– Sell
-244
Closed -$6.48K – 3061
2019
Q4 		$7K Buy
+244
New +$6.24K ﹤0.01% 2087

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

IFP Advisors's FOCS Position: Q1 2023 in Review

IFP Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 14 shares — an estimated $1K sold.

IFP Advisors first reported a position in FOCS in Q4 2019 and held it in 5 quarters. The position peaked at $7K in Q3 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • IFP Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 14 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 5 quarters.
  • IFP Advisors's Focus Financial Partners Inc. Class A position peaked at $7K in Q3 2022.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.