Summit Financial Wealth Advisors, LLC - FOCUS FINL PARTNERS INC ownership

FOCUS FINL PARTNERS INC's ticker is FOCS and the CUSIP is 34417P100. A total of 120 filers reported holding FOCUS FINL PARTNERS INC in Q3 2019. The put-call ratio across all filers is 8.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of FOCUS FINL PARTNERS INC
ValueSharesWeighting
Q2 2023$1,137,262
-29.6%
21,658
-30.5%
0.26%
-31.3%
Q1 2023$1,616,165
+38.2%
31,158
-0.7%
0.38%
+35.8%
Q4 2022$1,169,831
+9.1%
31,3880.0%0.28%
-8.4%
Q3 2022$1,072,000
-10.1%
31,3880.0%0.31%
+8.1%
Q2 2022$1,192,000
-16.4%
31,388
+0.7%
0.28%
-1.0%
Q1 2022$1,425,000
-23.7%
31,1580.0%0.29%
-20.2%
Q4 2021$1,867,000
+11.7%
31,158
-2.4%
0.36%
-4.7%
Q3 2021$1,671,000
-2.0%
31,908
-9.2%
0.38%
-1.6%
Q2 2021$1,705,000
-10.7%
35,158
-19.9%
0.38%
-20.8%
Q1 2021$1,910,000
+20.1%
43,908
-9.5%
0.49%
+12.0%
Q4 2020$1,591,000
-13.3%
48,520
+1.0%
0.43%
-11.4%
Q3 2020$1,835,000
+1.3%
48,020
-7.2%
0.49%
+1.4%
Q2 2020$1,812,000
+67.8%
51,770
-6.8%
0.48%
+42.1%
Q1 2020$1,080,000
-40.4%
55,518
-14.5%
0.34%
-22.9%
Q4 2019$1,813,000
+5.6%
64,968
-14.2%
0.44%
+4.8%
Q3 2019$1,717,000
-12.0%
75,688
+5.9%
0.42%
-11.9%
Q2 2019$1,952,000
-33.6%
71,460
-13.0%
0.48%
-38.4%
Q1 2019$2,938,00082,1100.78%
Other shareholders
FOCUS FINL PARTNERS INC shareholders Q3 2019
NameSharesValueWeighting ↓
STONE POINT CAPITAL LLC 16,048,975$598,145,29932.37%
Ewing Morris & Co. Investment Partners Ltd. 239,571$8,928,81110.78%
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 2,537,776$94,582,9128.64%
WINSLOW ASSET MANAGEMENT INC 215,072$8,0161.90%
WASATCH ADVISORS LP 7,321,330$272,865,9691.84%
NBW CAPITAL LLC 141,803$5,284,9981.35%
Quadrant Private Wealth Management, LLC 96,718$3,604,6801.21%
MOODY ALDRICH PARTNERS LLC 159,213$5,933,8691.20%
Phocas Financial Corp. 211,370$7,878,0001.14%
Asset Advisors Investment Management, LLC 109,000$4,062,4300.54%
View complete list of FOCUS FINL PARTNERS INC shareholders