TFA
FOCS

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

Triad Financial 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
2022
Q1 		– Sell
-5,150
Closed -$308K – 120
2021
Q4 		$308K Buy
+5,150
New +$321K 0.18% 80

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Triad Financial Advisors's FOCS Position: Q1 2022 in Review

Triad Financial Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2022, closing a stake of 5,150 shares — an estimated $308K sold.

Triad Financial Advisors first reported a position in FOCS in Q4 2021 and held it in 1 quarter. The position peaked at $308K in Q4 2021. 219 funds tracked by Wall St. Rank hold FOCS as of Q1 2022.

  • Triad Financial Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2022 after selling out during the quarter.
  • Triad Financial Advisors sold 5,150 Focus Financial Partners Inc. Class A shares in Q1 2022, an estimated $308K.
  • Triad Financial Advisors first reported a position in Focus Financial Partners Inc. Class A in Q4 2021 and held it in 1 quarter.
  • Triad Financial Advisors's Focus Financial Partners Inc. Class A position peaked at $308K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2022.

Based on Triad Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.