MWP
FOCS

Meridian Wealth Partners’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-40
Closed -$2K – 1391
2021
Q1 		$2K Buy
+40
New +$1.94K ﹤0.01% 1074

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Meridian Wealth Partners's FOCS Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2021, closing a stake of 40 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in FOCS in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 40 Focus Financial Partners Inc. Class A shares in Q2 2021, an estimated $2K.
  • Meridian Wealth Partners first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Focus Financial Partners Inc. Class A position peaked at $2K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.