RJA
FOCS

Raymond James & Associates’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Raymond James & Associates’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
2023
Q1 		– Sell
-145,733
Closed -$5.43M – 4124
2022
Q4 		$5.43M Buy
145,733
+3,844
+3% +$137K 0.01% 1348
2022
Q3 		$4.47M Buy
141,889
+19,543
+16% +$746K ﹤0.01% 1439
2022
Q2 		$4.17M Buy
122,346
+8,124
+7% +$310K ﹤0.01% 1520
2022
Q1 		$5.22M Buy
114,222
+7,215
+7% +$362K ﹤0.01% 1481
2021
Q4 		$6.39M Buy
107,007
+54,970
+106% +$3.42M 0.01% 1385
2021
Q3 		$2.73M Buy
+52,037
New +$2.66M ﹤0.01% 1884

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Raymond James & Associates's FOCS Position: Q1 2023 in Review

Raymond James & Associates sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 145,733 shares — an estimated $5.43M sold.

Raymond James & Associates first reported a position in FOCS in Q3 2021 and held it in 6 quarters. The position peaked at $6.39M in Q4 2021. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Raymond James & Associates reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Raymond James & Associates sold 145,733 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $5.43M.
  • Raymond James & Associates first reported a position in Focus Financial Partners Inc. Class A in Q3 2021 and held it in 6 quarters.
  • Raymond James & Associates's Focus Financial Partners Inc. Class A position peaked at $6.39M in Q4 2021.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Raymond James & Associates's 13F filing for Q1 2023, filed 14 Apr 2023.