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FOCS

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

OppenheimerFunds’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
2019
Q1 		$10M Buy
281,890
+6,595
+2% +$208K 0.01% 669
2018
Q4 		$7.25M Buy
275,295
+13,446
+5% +$469K 0.01% 702
2018
Q3 		$12.4M Buy
+261,849
New +$11.2M 0.01% 685

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

OppenheimerFunds's FOCS Position: Q1 2019 in Review

OppenheimerFunds increased its Focus Financial Partners Inc. Class A (FOCS) stake by 2.4% in Q1 2019, buying an estimated $208K and bringing the position to 281,890 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #669.

OppenheimerFunds first reported a position in FOCS in Q3 2018 and has held it in 3 quarters since. The position peaked at $12.4M in Q3 2018. 101 funds tracked by Wall St. Rank hold FOCS as of Q1 2019.

  • OppenheimerFunds held 281,890 shares of Focus Financial Partners Inc. Class A worth $10M as of Q1 2019.
  • OppenheimerFunds bought 6,595 Focus Financial Partners Inc. Class A shares in Q1 2019, an estimated $208K.
  • Focus Financial Partners Inc. Class A made up 0.01% of OppenheimerFunds's portfolio in Q1 2019, its #669 holding.
  • OppenheimerFunds first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and has held it in 3 quarters since.
  • OppenheimerFunds's Focus Financial Partners Inc. Class A position peaked at $12.4M in Q3 2018.
  • 101 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.