PP
FOCS

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

PDT 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
2022
Q4 		– Sell
-25,721
Closed -$810K – 955
2022
Q3 		$810K Buy
+25,721
New +$981K 0.12% 284
2021
Q4 		– Sell
-4,930
Closed -$258K – 1053
2021
Q3 		$258K Buy
+4,930
New +$252K 0.02% 630
2020
Q3 		– Sell
-6,829
Closed -$226K – 895
2020
Q2 		$226K Buy
+6,829
New +$171K 0.02% 579

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PDT Partners's FOCS Position: Q4 2022 in Review

PDT Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2022, closing a stake of 25,721 shares — an estimated $810K sold.

PDT Partners first reported a position in FOCS in Q2 2020 and held it in 3 quarters. The position peaked at $810K in Q3 2022. 179 funds tracked by Wall St. Rank hold FOCS as of Q4 2022.

  • PDT Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2022 after selling out during the quarter.
  • PDT Partners sold 25,721 Focus Financial Partners Inc. Class A shares in Q4 2022, an estimated $810K.
  • PDT Partners first reported a position in Focus Financial Partners Inc. Class A in Q2 2020 and held it in 3 quarters.
  • PDT Partners's Focus Financial Partners Inc. Class A position peaked at $810K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2022.

Based on PDT Partners's 13F filing for Q4 2022, filed 14 Feb 2023.