LWAC
FOCS

Laurel Wealth Advisors (California)’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$446K Buy
11,962
+518
+5% +$18.4K 0.04% 388
2022
Q3 		$361K Buy
11,444
+402
+4% +$15.3K 0.04% 424
2022
Q2 		$376K Sell
11,042
-5,092
-32% -$195K 0.04% 435
2022
Q1 		$738K Hold
16,134
– – 0.06% 315
2021
Q4 		$964K Buy
+16,134
New +$1M 0.07% 268

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FOCS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Focus Financial Partners Inc. Class A (FOCS) stake by 4.5% in Q4 2022, buying an estimated $18.4K and bringing the position to 11,962 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #388.

Laurel Wealth Advisors (California) first reported a position in FOCS in Q4 2021 and has held it in 5 quarters since. The position peaked at $964K in Q4 2021. 179 funds tracked by Wall St. Rank hold FOCS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 11,962 shares of Focus Financial Partners Inc. Class A worth $446K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 518 Focus Financial Partners Inc. Class A shares in Q4 2022, an estimated $18.4K.
  • Focus Financial Partners Inc. Class A made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #388 holding.
  • Laurel Wealth Advisors (California) first reported a position in Focus Financial Partners Inc. Class A in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Focus Financial Partners Inc. Class A position peaked at $964K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.