WRF
FOCS

Waddell & Reed Financial’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Waddell & Reed Financial’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 		$14.5M Sell
349,375
-3,542
-1% -$171K 0.03% 384
2020
Q4 		$15.4M Buy
+352,917
New +$14.2M 0.03% 373

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Waddell & Reed Financial's FOCS Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Focus Financial Partners Inc. Class A (FOCS) stake by 1% in Q1 2021, selling an estimated $171K and leaving 349,375 shares worth $14.5M. The position accounts for 0.03% of the portfolio, ranked #384.

Waddell & Reed Financial first reported a position in FOCS in Q4 2020 and has held it in 2 quarters since. The position peaked at $15.4M in Q4 2020. 199 funds tracked by Wall St. Rank hold FOCS as of Q1 2021.

  • Waddell & Reed Financial held 349,375 shares of Focus Financial Partners Inc. Class A worth $14.5M as of Q1 2021.
  • Waddell & Reed Financial sold 3,542 Focus Financial Partners Inc. Class A shares in Q1 2021, an estimated $171K.
  • Focus Financial Partners Inc. Class A made up 0.03% of Waddell & Reed Financial's portfolio in Q1 2021, its #384 holding.
  • Waddell & Reed Financial first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and has held it in 2 quarters since.
  • Waddell & Reed Financial's Focus Financial Partners Inc. Class A position peaked at $15.4M in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.