AlphaCrest Capital Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

AlphaCrest Capital 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
2022 Q4	–	Sell	-20,302	Closed	-$640K	–	1235
2022 Q3	$640K	Buy	+20,302	New	+$775K	0.04%	865
2022 Q2	–	Sell	-15,659	Closed	-$716K	–	1408
2022 Q1	$716K	Buy	15,659 +8,019	+105%	+$403K	0.04%	715
2021 Q4	$456K	Buy	+7,640	New	+$476K	0.02%	1134
2021 Q2	–	Sell	-15,000	Closed	-$624K	–	1378
2021 Q1	$624K	Buy	+15,000	New	+$726K	0.03%	700
2020 Q1	–	Sell	-12,700	Closed	-$374K	–	1334
2019 Q4	$374K	Buy	+12,700	New	+$325K	0.03%	949

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

AlphaCrest Capital Management's FOCS Position: Q4 2022 in Review

AlphaCrest Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2022, closing a stake of 20,302 shares — an estimated $640K sold.

AlphaCrest Capital Management first reported a position in FOCS in Q4 2019 and held it in 5 quarters. The position peaked at $716K in Q1 2022. 179 funds tracked by Wall St. Rank hold FOCS as of Q4 2022.

AlphaCrest Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2022 after selling out during the quarter.
AlphaCrest Capital Management sold 20,302 Focus Financial Partners Inc. Class A shares in Q4 2022, an estimated $640K.
AlphaCrest Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 5 quarters.
AlphaCrest Capital Management's Focus Financial Partners Inc. Class A position peaked at $716K in Q1 2022.
179 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2022.

Based on AlphaCrest Capital Management's 13F filing for Q4 2022.