PAMG
FOCS

Patton Albertson Miller Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Patton Albertson Miller Group’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
Q4 		– Sell
-8,222
Closed -$270K – 216
2020
Q3 		$270K Hold
8,222
– – 0.08% 183
2020
Q2 		$272K Buy
+8,222
New +$206K 0.08% 185

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Patton Albertson Miller Group's FOCS Position: Q4 2020 in Review

Patton Albertson Miller Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2020, closing a stake of 8,222 shares — an estimated $270K sold.

Patton Albertson Miller Group first reported a position in FOCS in Q2 2020 and held it in 2 quarters. The position peaked at $272K in Q2 2020. 164 funds tracked by Wall St. Rank hold FOCS as of Q4 2020.

  • Patton Albertson Miller Group reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2020 after selling out during the quarter.
  • Patton Albertson Miller Group sold 8,222 Focus Financial Partners Inc. Class A shares in Q4 2020, an estimated $270K.
  • Patton Albertson Miller Group first reported a position in Focus Financial Partners Inc. Class A in Q2 2020 and held it in 2 quarters.
  • Patton Albertson Miller Group's Focus Financial Partners Inc. Class A position peaked at $272K in Q2 2020.
  • 164 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2020.

Based on Patton Albertson Miller Group's 13F filing for Q4 2020, filed 25 Feb 2021.