TWA
FOCS

TCI Wealth Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

TCI Wealth Advisors’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
-10
Closed -$519 – 2467
2023
Q1 		$519 Hold
10
– – ﹤0.01% 2213
2022
Q4 		$373 Sell
10
-143
-93% -$5.09K ﹤0.01% 2256
2022
Q3 		$5K Buy
153
+143
+1,430% +$5.46K ﹤0.01% 1544
2022
Q2 		$0 Hold
10
– – ﹤0.01% 2593
2022
Q1 		$0 Sell
10
-148
-94% -$7.43K ﹤0.01% 2542
2021
Q4 		$9K Buy
158
+75
+90% +$4.67K ﹤0.01% 1288
2021
Q3 		$4K Buy
83
+21
+34% +$1.07K ﹤0.01% 1862
2021
Q2 		$3K Sell
62
-988
-94% -$47.7K ﹤0.01% 1898
2021
Q1 		$44K Buy
1,050
+1,040
+10,400% +$50.4K 0.02% 377
2020
Q4 		$0 Hold
10
– – ﹤0.01% 1706
2020
Q3 		$0 Hold
10
– – ﹤0.01% 1695
2020
Q2 		$0 Hold
10
– – ﹤0.01% 1717
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1826
2019
Q4 		$0 Hold
10
– – ﹤0.01% 1717
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1674
2019
Q2 		$0 Hold
10
– – ﹤0.01% 1588
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1585
2018
Q4 		$0 Hold
10
– – ﹤0.01% 1714
2018
Q3 		$0 Buy
+10
New +$427 ﹤0.01% 1626

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

TCI Wealth Advisors's FOCS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 10 shares — an estimated $519 sold.

TCI Wealth Advisors first reported a position in FOCS in Q3 2018 and held it in 19 quarters. The position peaked at $44K in Q1 2021. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 10 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $519.
  • TCI Wealth Advisors first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 19 quarters.
  • TCI Wealth Advisors's Focus Financial Partners Inc. Class A position peaked at $44K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.