Ken Fisher
FOCS

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

Ken Fisher’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
-91,902
Closed -$3.42M – 1180
2022
Q4 		$3.42M Buy
91,902
+50,755
+123% +$1.81M ﹤0.01% 572
2022
Q3 		$1.3M Buy
+41,147
New +$1.57M ﹤0.01% 637

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 190.63% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Ken Fisher's FOCS Position: Q1 2023 in Review

Ken Fisher sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 91,902 shares — an estimated $3.42M sold.

Ken Fisher first reported a position in FOCS in Q3 2022 and held it in 2 quarters. The position peaked at $3.42M in Q4 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Ken Fisher reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Ken Fisher sold 91,902 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $3.42M.
  • Ken Fisher first reported a position in Focus Financial Partners Inc. Class A in Q3 2022 and held it in 2 quarters.
  • Ken Fisher's Focus Financial Partners Inc. Class A position peaked at $3.42M in Q4 2022.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Fisher Asset Management's 13F filing for Q1 2023, filed 1 May 2023.