PS
FOCS

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

Portfolio 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
2018
Q4 		– Sell
-100
Closed -$5K – 220
2018
Q3 		$5K Buy
+100
New +$4.27K ﹤0.01% 188

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Portfolio Strategies's FOCS Position: Q4 2018 in Review

Portfolio Strategies sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Portfolio Strategies first reported a position in FOCS in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 80 funds tracked by Wall St. Rank hold FOCS as of Q4 2018.

  • Portfolio Strategies reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 100 Focus Financial Partners Inc. Class A shares in Q4 2018, an estimated $5K.
  • Portfolio Strategies first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 1 quarter.
  • Portfolio Strategies's Focus Financial Partners Inc. Class A position peaked at $5K in Q3 2018.
  • 80 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.