VFA
FOCS

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

Valeo 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
2021
Q1 		– Sell
-4
Closed – – 2230
2020
Q4 		$0 Buy
+4
New +$160 ﹤0.01% 1909

Other funds holding FOCS

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KKRC
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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Valeo Financial Advisors's FOCS Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2021, closing a stake of 4 shares.

Valeo Financial Advisors first reported a position in FOCS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 199 funds tracked by Wall St. Rank hold FOCS as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4 Focus Financial Partners Inc. Class A shares in Q1 2021.
  • Valeo Financial Advisors first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Focus Financial Partners Inc. Class A position peaked at $0 in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.