Van Hulzen Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Van Hulzen Asset Management’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	-7,597	Closed	-$283K	–	328
2022 Q4	$283K	Buy	7,597 +320	+4%	+$11.4K	0.03%	234
2022 Q3	$229K	Buy	7,277 +367	+5%	+$14K	0.03%	242
2022 Q2	$235K	Buy	6,910 +195	+3%	+$7.45K	0.03%	257
2022 Q1	$307K	Sell	6,715 -2,837	-30%	-$142K	0.03%	231
2021 Q4	$570K	Buy	9,552 +1,762	+23%	+$110K	0.06%	167
2021 Q3	$408K	Buy	7,790 +26	+0.3%	+$1.33K	0.06%	177
2021 Q2	$377K	Buy	7,764 +99	+1%	+$4.78K	0.06%	179
2021 Q1	$319K	Buy	7,665 +260	+4%	+$12.6K	0.05%	190
2020 Q4	$322K	Buy	+7,405	New	+$297K	0.05%	203

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Van Hulzen Asset Management's FOCS Position: Q1 2023 in Review

Van Hulzen Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 7,597 shares — an estimated $283K sold.

Van Hulzen Asset Management first reported a position in FOCS in Q4 2020 and held it in 9 quarters. The position peaked at $570K in Q4 2021. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

Van Hulzen Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
Van Hulzen Asset Management sold 7,597 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $283K.
Van Hulzen Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 9 quarters.
Van Hulzen Asset Management's Focus Financial Partners Inc. Class A position peaked at $570K in Q4 2021.
229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Van Hulzen Asset Management's 13F filing for Q1 2023, filed 28 Apr 2023.