Contravisory Investment Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Contravisory Investment 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 Q2	–	Sell	-4,701	Closed	-$215K	–	388
2022 Q1	$215K	Hold	4,701	–	–	0.06%	184
2021 Q4	$281K	Sell	4,701 -135	-3%	-$8.4K	0.08%	170
2021 Q3	$253K	Hold	4,836	–	–	0.08%	169
2021 Q2	$235K	Hold	4,836	–	–	0.07%	166
2021 Q1	$201K	Hold	4,836	–	–	0.06%	170
2020 Q4	$210K	Sell	4,836 -237	-5%	-$9.51K	0.07%	153
2020 Q3	$166K	Hold	5,073	–	–	0.06%	163
2020 Q2	$152K	Buy	+5,073	New	+$127K	0.06%	168

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

Contravisory Investment Management's FOCS Position: Q2 2022 in Review

Contravisory Investment Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2022, closing a stake of 4,701 shares — an estimated $215K sold.

Contravisory Investment Management first reported a position in FOCS in Q2 2020 and held it in 8 quarters. The position peaked at $281K in Q4 2021. 203 funds tracked by Wall St. Rank hold FOCS as of Q2 2022.

Contravisory Investment Management reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2022 after selling out during the quarter.
Contravisory Investment Management sold 4,701 Focus Financial Partners Inc. Class A shares in Q2 2022, an estimated $215K.
Contravisory Investment Management first reported a position in Focus Financial Partners Inc. Class A in Q2 2020 and held it in 8 quarters.
Contravisory Investment Management's Focus Financial Partners Inc. Class A position peaked at $281K in Q4 2021.
203 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2022.

Based on Contravisory Investment Management's 13F filing for Q2 2022, filed 13 Jul 2022.