PTC
FOCS

Private Trust Company’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Private Trust Company’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
-20
Closed -$1K – 2303
2022
Q3 		$1K Buy
+20
New +$763 ﹤0.01% 2009

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

Private Trust Company's FOCS Position: Q4 2022 in Review

Private Trust Company sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Private Trust Company first reported a position in FOCS in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 179 funds tracked by Wall St. Rank hold FOCS as of Q4 2022.

  • Private Trust Company reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2022 after selling out during the quarter.
  • Private Trust Company sold 20 Focus Financial Partners Inc. Class A shares in Q4 2022, an estimated $1K.
  • Private Trust Company first reported a position in Focus Financial Partners Inc. Class A in Q3 2022 and held it in 1 quarter.
  • Private Trust Company's Focus Financial Partners Inc. Class A position peaked at $1K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2022.

Based on Private Trust Company's 13F filing for Q4 2022, filed 18 Jan 2023.