Wipfli Financial Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Wipfli Financial Advisors’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 Q3	$1K	Buy	+37	New	+$1.41K	﹤0.01%	2539

Other funds holding FOCS

SPC

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

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

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

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

Wipfli Financial Advisors's FOCS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Focus Financial Partners Inc. Class A (FOCS) in Q3 2022: 37 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2539 among its holdings.

198 funds tracked by Wall St. Rank hold FOCS as of Q3 2022.

Wipfli Financial Advisors held 37 shares of Focus Financial Partners Inc. Class A worth $1K as of Q3 2022.
Focus Financial Partners Inc. Class A was a new Wipfli Financial Advisors position in Q3 2022.
Focus Financial Partners Inc. Class A made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2539 holding.
198 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.