LA
FOCS

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

LVW Advisors’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
-29,714
Closed -$876K – 198
2019
Q4 		$876K Sell
29,714
-2,000
-6% -$51.1K 0.2% 80
2019
Q3 		$755K Hold
31,714
– – 0.19% 80
2019
Q2 		$866K Sell
31,714
-3,000
-9% -$97.8K 0.24% 69
2019
Q1 		$1.24M Buy
+34,714
New +$1.09M 0.33% 59

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

LVW Advisors's FOCS Position: Q1 2020 in Review

LVW Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2020, closing a stake of 29,714 shares — an estimated $876K sold.

LVW Advisors first reported a position in FOCS in Q1 2019 and held it in 4 quarters. The position peaked at $1.24M in Q1 2019. 112 funds tracked by Wall St. Rank hold FOCS as of Q1 2020.

  • LVW Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2020 after selling out during the quarter.
  • LVW Advisors sold 29,714 Focus Financial Partners Inc. Class A shares in Q1 2020, an estimated $876K.
  • LVW Advisors first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 4 quarters.
  • LVW Advisors's Focus Financial Partners Inc. Class A position peaked at $1.24M in Q1 2019.
  • 112 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2020.

Based on LVW Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.