Walled Lake Planning & Wealth Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Walled Lake Planning & Wealth 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
2021 Q2	–	Sell	-300	Closed	-$12K	–	322
2021 Q1	$12K	Hold	300	–	–	0.01%	229
2020 Q4	$13K	Hold	300	–	–	0.01%	208
2020 Q3	$10K	Hold	300	–	–	0.01%	219
2020 Q2	$10K	Hold	300	–	–	0.01%	202
2020 Q1	$7K	Hold	300	–	–	0.01%	211
2019 Q4	$9K	Buy	+300	New	+$7.67K	0.01%	210

Other funds holding FOCS

SPC

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

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

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FOCS Position: Q2 2021 in Review

Walled Lake Planning & Wealth Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2021, closing a stake of 300 shares — an estimated $12K sold.

Walled Lake Planning & Wealth Management first reported a position in FOCS in Q4 2019 and held it in 6 quarters. The position peaked at $13K in Q4 2020. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2021.

Walled Lake Planning & Wealth Management reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 300 Focus Financial Partners Inc. Class A shares in Q2 2021, an estimated $12K.
Walled Lake Planning & Wealth Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 6 quarters.
Walled Lake Planning & Wealth Management's Focus Financial Partners Inc. Class A position peaked at $13K in Q4 2020.
208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.