FOCS
Focus Financial Partners Inc
Focus Financial Partners Inc historical holders
total: 1
Akre Capital Management Focus Financial Partners Inc transactions over time
- Total transactions:
- 3
- New positions:
- 1
- Sold out:
- 1
- Added:
- 1
- Held since:
- 2018 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2019 Q2
Chuck Akre has been an institutional investor in Focus Financial Partners Inc (FOCS) since 2018 Q3. According to 2026 Q1 report, Chuck Akre doesn't hold any shares. The fund/company first acquired FOCS in 2018 Q3, initially purchasing about 2.75M shares. Since the initial investment, Akre Capital Management has made 2 more transactions in this position.
When did Chuck Akre exit their FOCS position?
Chuck Akre no longer holds Focus Financial Partners Inc (FOCS). They sold off their entire position in 2019 Q2, closing out an investment that began in 2018 Q3.
When did Chuck Akre first invest in FOCS?
Chuck Akre first invested in Focus Financial Partners Inc (FOCS) in 2018 Q3 at the reported quarter-end price of $47.46 per share, acquiring 2,750,000 shares in their initial purchase.
What is Chuck Akre's average cost basis for FOCS?
Based on historical transaction data, Chuck Akre's estimated cost basis for Focus Financial Partners Inc (FOCS) is approximately $45.90 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $45.90
- Weighted AVG sell price:
- $35.64
FOCS transactions history by Akre Capital Management
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.