RI
FOCS

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

Redwood Investments’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
2019
Q3 		– Sell
-556,632
Closed -$15.2M – 148
2019
Q2 		$15.2M Buy
556,632
+50,852
+10% +$1.66M 1.12% 34
2019
Q1 		$18M Buy
505,780
+333,160
+193% +$10.5M 1.32% 24
2018
Q4 		$4.54M Buy
172,620
+10,139
+6% +$354K 0.43% 88
2018
Q3 		$7.71M Buy
+162,481
New +$6.94M 0.6% 87

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Redwood Investments's FOCS Position: Q3 2019 in Review

Redwood Investments sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2019, closing a stake of 556,632 shares — an estimated $15.2M sold.

Redwood Investments first reported a position in FOCS in Q3 2018 and held it in 4 quarters. The position peaked at $18M in Q1 2019. 116 funds tracked by Wall St. Rank hold FOCS as of Q3 2019.

  • Redwood Investments reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2019 after selling out during the quarter.
  • Redwood Investments sold 556,632 Focus Financial Partners Inc. Class A shares in Q3 2019, an estimated $15.2M.
  • Redwood Investments first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 4 quarters.
  • Redwood Investments's Focus Financial Partners Inc. Class A position peaked at $18M in Q1 2019.
  • 116 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2019.

Based on Redwood Investments's 13F filing for Q3 2019, filed 12 Nov 2019.