Focus Financial Partners Inc.
FOCSDelisted Aug 31, 2023- Industry
- Investment Advice
- SEC CIK
- 0001651052
Focus Financial Partners Inc. was delisted on Aug 31, 2023; its insiders filed their last Form 4 on Sep 1, 2023; 208 institutions reported holding it in 13F filings for Q2 2023, worth $3.88B in total; Soros Fund Management was the only superinvestor holding it.
Q1 2023 vs. Q4 2022
How the institutions holding Focus Financial Partners Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 179 | 1 | 230 | +52 |
| Shares | 74.5M | 12.0K | 71.4M | −3.13M (−4.2%) |
| Value | $2.78B | $446.0K | $3.72B | +$945.7M (+34.1%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (78)
Institutions that held Focus Financial Partners Inc. at the end of Q1 2023 but not at the end of Q4 2022.
Sold out (26)
Institutions that held Focus Financial Partners Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
Not filed for Q1 2023 yet (1)
Institutions that held Focus Financial Partners Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Laurel Wealth Advisors, Inc. | 11,962 | $446.0K |