SPIA
FOCS

Steward Partners Investment Advisory’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-300
Closed -$8K – 2752
2019
Q4 		$8K Hold
300
– – ﹤0.01% 2118
2019
Q3 		$7K Hold
300
– – ﹤0.01% 2167
2019
Q2 		$8K Buy
+300
New +$9.78K ﹤0.01% 2094

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Steward Partners Investment Advisory's FOCS Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2020, closing a stake of 300 shares — an estimated $8K sold.

Steward Partners Investment Advisory first reported a position in FOCS in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 112 funds tracked by Wall St. Rank hold FOCS as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 300 Focus Financial Partners Inc. Class A shares in Q1 2020, an estimated $8K.
  • Steward Partners Investment Advisory first reported a position in Focus Financial Partners Inc. Class A in Q2 2019 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Focus Financial Partners Inc. Class A position peaked at $8K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.