Capital World Investors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,092,402	Closed	-$316M	–	537
2023 Q1	$316M	Buy	6,092,402 +641,100	+12%	+$30.9M	0.07%	236
2022 Q4	$203M	Buy	5,451,302 +1,119	+0%	+$39.8K	0.04%	277
2022 Q3	$172M	Buy	5,450,183 +66	+0%	+$2.52K	0.04%	285
2022 Q2	$186M	Sell	5,450,117 -34,086	-0.6%	-$1.3M	0.04%	283
2022 Q1	$251M	Buy	5,484,203 +14,664	+0.3%	+$736K	0.04%	276
2021 Q4	$327M	Buy	5,469,539 +1,453,859	+36%	+$90.5M	0.05%	264
2021 Q3	$210M	Hold	4,015,680	–	–	0.04%	304
2021 Q2	$195M	Buy	4,015,680 +1,466,678	+58%	+$70.8M	0.03%	314
2021 Q1	$106M	Buy	2,549,002 +153,402	+6%	+$7.43M	0.02%	362
2020 Q4	$104M	Hold	2,395,600	–	–	0.02%	343
2020 Q3	$78.6M	Buy	2,395,600 +14,900	+0.6%	+$527K	0.02%	354
2020 Q2	$78.7M	Buy	2,380,700 +26,400	+1%	+$661K	0.02%	328
2020 Q1	$54.2M	Hold	2,354,300	–	–	0.02%	326
2019 Q4	$69.4M	Buy	2,354,300 +218,231	+10%	+$5.58M	0.02%	330
2019 Q3	$50.8M	Buy	2,136,069 +972,369	+84%	+$23.9M	0.01%	335
2019 Q2	$31.8M	Buy	1,163,700 +178,000	+18%	+$5.8M	0.01%	388
2019 Q1	$35.1M	Buy	985,700 +265,700	+37%	+$8.37M	0.01%	375
2018 Q4	$19M	Buy	+720,000	New	+$25.1M	0.01%	436