ZIM
FOCS

Zacks Investment Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Zacks Investment 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
Q2 		– Sell
-9,997
Closed -$356K – 629
2019
Q1 		$356K Buy
+9,997
New +$315K 0.01% 477

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Zacks Investment Management's FOCS Position: Q2 2019 in Review

Zacks Investment Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2019, closing a stake of 9,997 shares — an estimated $356K sold.

Zacks Investment Management first reported a position in FOCS in Q1 2019 and held it in 1 quarter. The position peaked at $356K in Q1 2019. 112 funds tracked by Wall St. Rank hold FOCS as of Q2 2019.

  • Zacks Investment Management reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2019 after selling out during the quarter.
  • Zacks Investment Management sold 9,997 Focus Financial Partners Inc. Class A shares in Q2 2019, an estimated $356K.
  • Zacks Investment Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 1 quarter.
  • Zacks Investment Management's Focus Financial Partners Inc. Class A position peaked at $356K in Q1 2019.
  • 112 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2019.

Based on Zacks Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.