SFS
FOCS

Sowell Financial Services’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-1
Closed – – 3363
2020
Q4 		$0 Hold
1
– – ﹤0.01% 2898
2020
Q3 		$0 Hold
1
– – ﹤0.01% 2764
2020
Q2 		$0 Hold
1
– – ﹤0.01% 2725
2020
Q1 		$0 Hold
1
– – ﹤0.01% 2765
2019
Q4 		$0 Hold
1
– – ﹤0.01% 2701
2019
Q3 		$0 Buy
+1
New +$25 ﹤0.01% 2479

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sowell Financial Services's FOCS Position: Q1 2021 in Review

Sowell Financial Services sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2021, closing a stake of 1 share.

Sowell Financial Services first reported a position in FOCS in Q3 2019 and held it in 6 quarters. The position peaked at $0 in Q4 2020. 199 funds tracked by Wall St. Rank hold FOCS as of Q1 2021.

  • Sowell Financial Services reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1 Focus Financial Partners Inc. Class A share in Q1 2021.
  • Sowell Financial Services first reported a position in Focus Financial Partners Inc. Class A in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Focus Financial Partners Inc. Class A position peaked at $0 in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.