Robertson Stephens Wealth Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Robertson Stephens Wealth Management’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
2020 Q4	–	Sell	-88,787	Closed	-$2.91M	–	264
2020 Q3	$2.91M	Buy	+88,787	New	+$3.14M	0.72%	30
2020 Q2	–	Sell	-921,000	Closed	-$23M	–	221
2020 Q1	$21.2M	Sell	921,000 -99,000	-10%	-$2.63M	7.24%	1
2019 Q4	$30.1M	Hold	1,020,000	–	–	15.16%	1
2019 Q3	$24.3M	Buy	+1,020,000	New	+$25.1M	12.29%	1

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Robertson Stephens Wealth Management's FOCS Position: Q4 2020 in Review

Robertson Stephens Wealth Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2020, closing a stake of 88,787 shares — an estimated $2.91M sold.

Robertson Stephens Wealth Management first reported a position in FOCS in Q3 2019 and held it in 4 quarters. The position peaked at $30.1M in Q4 2019. 164 funds tracked by Wall St. Rank hold FOCS as of Q4 2020.

Robertson Stephens Wealth Management reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2020 after selling out during the quarter.
Robertson Stephens Wealth Management sold 88,787 Focus Financial Partners Inc. Class A shares in Q4 2020, an estimated $2.91M.
Robertson Stephens Wealth Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2019 and held it in 4 quarters.
Robertson Stephens Wealth Management's Focus Financial Partners Inc. Class A position peaked at $30.1M in Q4 2019.
164 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.