SEI Investments
FOCS

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

SEI 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
2023
Q2 		– Sell
-38,743
Closed -$2.01M – 2788
2023
Q1 		$2.01M Sell
38,743
-176,652
-82% -$8.51M ﹤0.01% 1617
2022
Q4 		$8.03M Sell
215,395
-56,006
-21% -$1.99M 0.02% 832
2022
Q3 		$8.55M Sell
271,401
-31,990
-11% -$1.22M 0.02% 832
2022
Q2 		$10.3M Buy
303,391
+70,355
+30% +$2.69M 0.02% 764
2022
Q1 		$10.7M Buy
233,036
+18,353
+9% +$921K 0.02% 747
2021
Q4 		$12.8M Buy
214,683
+66,397
+45% +$4.13M 0.02% 679
2021
Q3 		$7.77M Buy
148,286
+5,967
+4% +$305K 0.02% 877
2021
Q2 		$6.9M Buy
142,319
+81,242
+133% +$3.92M 0.02% 913
2021
Q1 		$2.55M Buy
61,077
+998
+2% +$48.3K 0.01% 1344
2020
Q4 		$2.61M Sell
60,079
-16,604
-22% -$666K 0.01% 1264
2020
Q3 		$2.52M Buy
76,683
+35,964
+88% +$1.27M 0.01% 1180
2020
Q2 		$1.35M Buy
40,719
+8,124
+25% +$203K ﹤0.01% 1436
2020
Q1 		$750K Sell
32,595
-813
-2% -$21.6K ﹤0.01% 1585
2019
Q4 		$984K Buy
33,408
+18,302
+121% +$468K ﹤0.01% 1645
2019
Q3 		$360K Buy
15,106
+206
+1% +$5.07K ﹤0.01% 2042
2019
Q2 		$407K Buy
14,900
+9,502
+176% +$310K ﹤0.01% 1999
2019
Q1 		$192K Buy
5,398
+5,339
+9,049% +$168K ﹤0.01% 2299
2018
Q4 		$3K Hold
59
– – ﹤0.01% 2612
2018
Q3 		$3K Buy
+59
New +$2.52K ﹤0.01% 2478

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

SEI Investments's FOCS Position: Q2 2023 in Review

SEI Investments sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 38,743 shares — an estimated $2.01M sold.

SEI Investments first reported a position in FOCS in Q3 2018 and held it in 19 quarters. The position peaked at $12.8M in Q4 2021. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

  • SEI Investments reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • SEI Investments sold 38,743 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $2.01M.
  • SEI Investments first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 19 quarters.
  • SEI Investments's Focus Financial Partners Inc. Class A position peaked at $12.8M in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on SEI Investments's 13F filing for Q2 2023, filed 11 Aug 2023.