SOW
FOCS

State of Wyoming’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

State of Wyoming’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
-3,693
Closed -$138K – 1827
2022
Q4 		$138K Sell
3,693
-1,546
-30% -$55K 0.05% 568
2022
Q3 		$165K Buy
5,239
+3,017
+136% +$115K 0.08% 300
2022
Q2 		$76K Buy
2,222
+1,525
+219% +$58.3K 0.05% 676
2022
Q1 		$32K Buy
697
+96
+16% +$4.82K 0.02% 1290
2021
Q4 		$36K Buy
+601
New +$37.4K 0.02% 1261

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

State of Wyoming's FOCS Position: Q1 2023 in Review

State of Wyoming sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 3,693 shares — an estimated $138K sold.

State of Wyoming first reported a position in FOCS in Q4 2021 and held it in 5 quarters. The position peaked at $165K in Q3 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • State of Wyoming reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • State of Wyoming sold 3,693 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $138K.
  • State of Wyoming first reported a position in Focus Financial Partners Inc. Class A in Q4 2021 and held it in 5 quarters.
  • State of Wyoming's Focus Financial Partners Inc. Class A position peaked at $165K in Q3 2022.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on State of Wyoming's 13F filing for Q1 2023, filed 15 May 2023.