KFA
FOCS

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

Kays Financial Advisory’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
2020
Q1 		– Sell
-4,051
Closed -$119K – 108
2019
Q4 		$119K Buy
+4,051
New +$104K 0.02% 94

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Kays Financial Advisory's FOCS Position: Q1 2020 in Review

Kays Financial Advisory sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2020, closing a stake of 4,051 shares — an estimated $119K sold.

Kays Financial Advisory first reported a position in FOCS in Q4 2019 and held it in 1 quarter. The position peaked at $119K in Q4 2019. 112 funds tracked by Wall St. Rank hold FOCS as of Q1 2020.

  • Kays Financial Advisory reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2020 after selling out during the quarter.
  • Kays Financial Advisory sold 4,051 Focus Financial Partners Inc. Class A shares in Q1 2020, an estimated $119K.
  • Kays Financial Advisory first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 1 quarter.
  • Kays Financial Advisory's Focus Financial Partners Inc. Class A position peaked at $119K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2020.

Based on Kays Financial Advisory's 13F filing for Q1 2020, filed 7 May 2020.