One Charles Private Wealth Services’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

One Charles Private Wealth Services’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 Q3	–	Sell	-25,394	Closed	-$1.01M	–	96
2020 Q2	$1.01M	Buy	+25,394	New	+$636K	0.52%	25
2020 Q1	–	Sell	-26,894	Closed	-$793K	–	36
2019 Q4	$793K	Buy	+26,894	New	+$688K	0.52%	29

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

One Charles Private Wealth Services's FOCS Position: Q3 2020 in Review

One Charles Private Wealth Services sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2020, closing a stake of 25,394 shares — an estimated $1.01M sold.

One Charles Private Wealth Services first reported a position in FOCS in Q4 2019 and held it in 2 quarters. The position peaked at $1.01M in Q2 2020. 149 funds tracked by Wall St. Rank hold FOCS as of Q3 2020.

One Charles Private Wealth Services reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2020 after selling out during the quarter.
One Charles Private Wealth Services sold 25,394 Focus Financial Partners Inc. Class A shares in Q3 2020, an estimated $1.01M.
One Charles Private Wealth Services first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 2 quarters.
One Charles Private Wealth Services's Focus Financial Partners Inc. Class A position peaked at $1.01M in Q2 2020.
149 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2020.

Based on One Charles Private Wealth Services's 13F filing for Q3 2020, filed 20 Oct 2020.