SWM
FOCS

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

Spire 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
2023
Q1 		– Sell
-214
Closed -$8K – 2620
2022
Q4 		$8K Buy
214
+114
+114% +$4.06K ﹤0.01% 1717
2022
Q3 		$3K Hold
100
– – ﹤0.01% 1913
2022
Q2 		$3K Hold
100
– – ﹤0.01% 2316
2022
Q1 		$5K Hold
100
– – ﹤0.01% 2257
2021
Q4 		$6K Hold
100
– – ﹤0.01% 2540
2021
Q3 		$5K Hold
100
– – ﹤0.01% 2306
2021
Q2 		$5K Hold
100
– – ﹤0.01% 2336
2021
Q1 		$4K Buy
+100
New +$4.84K ﹤0.01% 2718

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

Spire Wealth Management's FOCS Position: Q1 2023 in Review

Spire Wealth Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 214 shares — an estimated $8K sold.

Spire Wealth Management first reported a position in FOCS in Q1 2021 and held it in 8 quarters. The position peaked at $8K in Q4 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Spire Wealth Management reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 214 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $8K.
  • Spire Wealth Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's Focus Financial Partners Inc. Class A position peaked at $8K in Q4 2022.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.