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

CAAS 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 Q1	–	Sell	-13,078	Closed	-$781K	–	1023
2021 Q4	$781K	Buy	+13,078	New	+$814K	0.02%	477
2021 Q3	–	Sell	-292,985	Closed	-$14.2M	–	1180
2021 Q2	$14.2M	Buy	292,985 +9,977	+4%	+$481K	0.24%	97
2021 Q1	$11.8M	Buy	+283,008	New	+$13.7M	0.13%	189
2020 Q4	–	Sell	-179,979	Closed	-$5.9M	–	949
2020 Q3	$5.9M	Buy	+179,979	New	+$6.37M	0.14%	134

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

CAAS Capital Management's FOCS Position: Q1 2022 in Review

CAAS Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2022, closing a stake of 13,078 shares — an estimated $781K sold.

CAAS Capital Management first reported a position in FOCS in Q3 2020 and held it in 4 quarters. The position peaked at $14.2M in Q2 2021. 219 funds tracked by Wall St. Rank hold FOCS as of Q1 2022.

CAAS Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2022 after selling out during the quarter.
CAAS Capital Management sold 13,078 Focus Financial Partners Inc. Class A shares in Q1 2022, an estimated $781K.
CAAS Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and held it in 4 quarters.
CAAS Capital Management's Focus Financial Partners Inc. Class A position peaked at $14.2M in Q2 2021.
219 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2022.

Based on CAAS Capital Management's 13F filing for Q1 2022, filed 13 May 2022.