Azora Capital LP’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Azora Capital LP’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 Q1	–	Sell	-213,875	Closed	-$12.8M	–	54
2021 Q4	$12.8M	Sell	213,875 -235,422	-52%	-$14.7M	2%	21
2021 Q3	$23.5M	Sell	449,297 -23,563	-5%	-$1.2M	2.79%	11
2021 Q2	$22.9M	Buy	+472,860	New	+$22.8M	3.57%	11
2019 Q1	–	Sell	-534,789	Closed	-$14.1M	–	43
2018 Q4	$14.1M	Sell	534,789 -312,411	-37%	-$10.9M	2.25%	15
2018 Q3	$40.2M	Buy	+847,200	New	+$36.2M	5.15%	6

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 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 $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Azora Capital LP's FOCS Position: Q1 2022 in Review

Azora Capital LP sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2022, closing a stake of 213,875 shares — an estimated $12.8M sold.

Azora Capital LP first reported a position in FOCS in Q3 2018 and held it in 5 quarters. The position peaked at $40.2M in Q3 2018. 219 funds tracked by Wall St. Rank hold FOCS as of Q1 2022.

Azora Capital LP reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2022 after selling out during the quarter.
Azora Capital LP sold 213,875 Focus Financial Partners Inc. Class A shares in Q1 2022, an estimated $12.8M.
Azora Capital LP first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 5 quarters.
Azora Capital LP's Focus Financial Partners Inc. Class A position peaked at $40.2M in Q3 2018.
219 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2022.

Based on Azora Capital LP's 13F filing for Q1 2022, filed 16 May 2022.