WCM
FOCS

Weld Capital Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Weld Capital 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
2019
Q4 		– Sell
-11,915
Closed -$284K – 1005
2019
Q3 		$284K Sell
11,915
-7,572
-39% -$186K 0.05% 586
2019
Q2 		$532K Buy
+19,487
New +$635K 0.1% 366

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Weld Capital Management's FOCS Position: Q4 2019 in Review

Weld Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2019, closing a stake of 11,915 shares — an estimated $284K sold.

Weld Capital Management first reported a position in FOCS in Q2 2019 and held it in 2 quarters. The position peaked at $532K in Q2 2019. 135 funds tracked by Wall St. Rank hold FOCS as of Q4 2019.

  • Weld Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 11,915 Focus Financial Partners Inc. Class A shares in Q4 2019, an estimated $284K.
  • Weld Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q2 2019 and held it in 2 quarters.
  • Weld Capital Management's Focus Financial Partners Inc. Class A position peaked at $532K in Q2 2019.
  • 135 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.