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

Aigen 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
2021 Q1	–	Sell	-6,166	Closed	-$268K	–	951
2020 Q4	$268K	Sell	6,166 -18,683	-75%	-$750K	0.04%	584
2020 Q3	$815K	Buy	24,849 +10,883	+78%	+$385K	0.1%	306
2020 Q2	$462K	Sell	13,966 -4,592	-25%	-$115K	0.06%	489
2020 Q1	$427K	Buy	18,558 +195	+1%	+$5.18K	0.06%	478
2019 Q4	$541K	Buy	+18,363	New	+$470K	0.09%	301

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Aigen Investment Management's FOCS Position: Q1 2021 in Review

Aigen Investment Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2021, closing a stake of 6,166 shares — an estimated $268K sold.

Aigen Investment Management first reported a position in FOCS in Q4 2019 and held it in 5 quarters. The position peaked at $815K in Q3 2020. 199 funds tracked by Wall St. Rank hold FOCS as of Q1 2021.

Aigen Investment Management reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2021 after selling out during the quarter.
Aigen Investment Management sold 6,166 Focus Financial Partners Inc. Class A shares in Q1 2021, an estimated $268K.
Aigen Investment Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 5 quarters.
Aigen Investment Management's Focus Financial Partners Inc. Class A position peaked at $815K in Q3 2020.
199 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2021.

Based on Aigen Investment Management's 13F filing for Q1 2021, filed 11 May 2021.