OQS
FOCS

Occudo Quantitative Strategies’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Occudo Quantitative Strategies’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
-14,497
Closed -$540K – 1283
2022
Q4 		$540K Buy
14,497
+6,782
+88% +$241K 0.06% 479
2022
Q3 		$243K Sell
7,715
-13,430
-64% -$512K 0.02% 912
2022
Q2 		$720K Buy
21,145
+14,570
+222% +$557K 0.06% 496
2022
Q1 		$301K Buy
+6,575
New +$330K 0.03% 819

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 190.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Occudo Quantitative Strategies's FOCS Position: Q1 2023 in Review

Occudo Quantitative Strategies sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 14,497 shares — an estimated $540K sold.

Occudo Quantitative Strategies first reported a position in FOCS in Q1 2022 and held it in 4 quarters. The position peaked at $720K in Q2 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Occudo Quantitative Strategies reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 14,497 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $540K.
  • Occudo Quantitative Strategies first reported a position in Focus Financial Partners Inc. Class A in Q1 2022 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Focus Financial Partners Inc. Class A position peaked at $720K in Q2 2022.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2023, filed 15 May 2023.