Wellington Management Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Wellington Management Group’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 Q2	–	Sell	-29,759	Closed	-$1.54M	–	2070
2023 Q1	$1.54M	Buy	+29,759	New	+$1.43M	﹤0.01%	1560
2022 Q2	–	Sell	-13,447	Closed	-$615K	–	2230
2022 Q1	$615K	Buy	13,447 +8,301	+161%	+$417K	﹤0.01%	1854
2021 Q4	$307K	Sell	5,146 -5,517	-52%	-$343K	﹤0.01%	2076
2021 Q3	$558K	Buy	+10,663	New	+$545K	﹤0.01%	1900
2021 Q2	–	Sell	-7,243	Closed	-$301K	–	2299
2021 Q1	$301K	Buy	+7,243	New	+$351K	﹤0.01%	1988
2020 Q4	–	Sell	-25,566	Closed	-$838K	–	2042
2020 Q3	$838K	Buy	+25,566	New	+$904K	﹤0.01%	1587

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Wellington Management Group's FOCS Position: Q2 2023 in Review

Wellington Management Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 29,759 shares — an estimated $1.54M sold.

Wellington Management Group first reported a position in FOCS in Q3 2020 and held it in 6 quarters. The position peaked at $1.54M in Q1 2023. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

Wellington Management Group reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
Wellington Management Group sold 29,759 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $1.54M.
Wellington Management Group first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and held it in 6 quarters.
Wellington Management Group's Focus Financial Partners Inc. Class A position peaked at $1.54M in Q1 2023.
208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.