LSAG
FOCS

Lake Street Advisors Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Lake Street Advisors Group’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
-12,622
Closed -$661K – 292
2021
Q3 		$661K Buy
+12,622
New +$645K 0.07% 118

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 $5.72T AUM 30.48% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Lake Street Advisors Group's FOCS Position: Q4 2021 in Review

Lake Street Advisors Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2021, closing a stake of 12,622 shares — an estimated $661K sold.

Lake Street Advisors Group first reported a position in FOCS in Q3 2021 and held it in 1 quarter. The position peaked at $661K in Q3 2021. 240 funds tracked by Wall St. Rank hold FOCS as of Q4 2021.

  • Lake Street Advisors Group reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2021 after selling out during the quarter.
  • Lake Street Advisors Group sold 12,622 Focus Financial Partners Inc. Class A shares in Q4 2021, an estimated $661K.
  • Lake Street Advisors Group first reported a position in Focus Financial Partners Inc. Class A in Q3 2021 and held it in 1 quarter.
  • Lake Street Advisors Group's Focus Financial Partners Inc. Class A position peaked at $661K in Q3 2021.
  • 240 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2021.

Based on Lake Street Advisors Group's 13F filing for Q4 2021, filed 15 Feb 2022.