Voloridge Investment Management
FOCS

Voloridge Investment Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Voloridge Investment 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
2022
Q1 		– Sell
-112,855
Closed -$6.74M – 1791
2021
Q4 		$6.74M Buy
112,855
+106,708
+1,736% +$6.64M 0.04% 603
2021
Q3 		$322K Buy
+6,147
New +$314K ﹤0.01% 1524
2020
Q4 		– Sell
-6,119
Closed -$201K – 1641
2020
Q3 		$201K Buy
+6,119
New +$216K ﹤0.01% 1195
2019
Q2 		– Sell
-8,144
Closed -$290K – 1172
2019
Q1 		$290K Buy
+8,144
New +$257K 0.01% 814

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 $204B AUM 27.99% 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

Voloridge Investment Management's FOCS Position: Q1 2022 in Review

Voloridge Investment Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2022, closing a stake of 112,855 shares — an estimated $6.74M sold.

Voloridge Investment Management first reported a position in FOCS in Q1 2019 and held it in 4 quarters. The position peaked at $6.74M in Q4 2021. 219 funds tracked by Wall St. Rank hold FOCS as of Q1 2022.

  • Voloridge Investment Management reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2022 after selling out during the quarter.
  • Voloridge Investment Management sold 112,855 Focus Financial Partners Inc. Class A shares in Q1 2022, an estimated $6.74M.
  • Voloridge Investment Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 4 quarters.
  • Voloridge Investment Management's Focus Financial Partners Inc. Class A position peaked at $6.74M in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2022.

Based on Voloridge Investment Management's 13F filing for Q1 2022, filed 16 May 2022.