IP
FOCS

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

Interval Partners’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
Q4 		– Sell
-44,763
Closed -$2.34M – 362
2021
Q3 		$2.34M Buy
+44,763
New +$2.29M 0.09% 203

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 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 $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.27B AUM 18.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Interval Partners's FOCS Position: Q4 2021 in Review

Interval Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2021, closing a stake of 44,763 shares — an estimated $2.34M sold.

Interval Partners first reported a position in FOCS in Q3 2021 and held it in 1 quarter. The position peaked at $2.34M in Q3 2021. 240 funds tracked by Wall St. Rank hold FOCS as of Q4 2021.

  • Interval Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2021 after selling out during the quarter.
  • Interval Partners sold 44,763 Focus Financial Partners Inc. Class A shares in Q4 2021, an estimated $2.34M.
  • Interval Partners first reported a position in Focus Financial Partners Inc. Class A in Q3 2021 and held it in 1 quarter.
  • Interval Partners's Focus Financial Partners Inc. Class A position peaked at $2.34M in Q3 2021.
  • 240 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2021.

Based on Interval Partners's 13F filing for Q4 2021, filed 14 Feb 2022.