Clearstead Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Clearstead Advisors’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 Q2	–	Sell	-245	Closed	-$11K	–	1486
2022 Q1	$11K	Buy	+245	New	+$12.3K	﹤0.01%	981
2021 Q1	–	Sell	-245	Closed	-$11K	–	1201
2020 Q4	$11K	Hold	245	–	–	﹤0.01%	714
2020 Q3	$8K	Hold	245	–	–	﹤0.01%	706
2020 Q2	$8K	Hold	245	–	–	﹤0.01%	629
2020 Q1	$6K	Buy	+245	New	+$6.5K	﹤0.01%	631

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

DPCM

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

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

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

TCM

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

Clearstead Advisors's FOCS Position: Q2 2022 in Review

Clearstead Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2022, closing a stake of 245 shares — an estimated $11K sold.

Clearstead Advisors first reported a position in FOCS in Q1 2020 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 203 funds tracked by Wall St. Rank hold FOCS as of Q2 2022.

Clearstead Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2022 after selling out during the quarter.
Clearstead Advisors sold 245 Focus Financial Partners Inc. Class A shares in Q2 2022, an estimated $11K.
Clearstead Advisors first reported a position in Focus Financial Partners Inc. Class A in Q1 2020 and held it in 5 quarters.
Clearstead Advisors's Focus Financial Partners Inc. Class A position peaked at $11K in Q1 2022.
203 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.