CWA Asset Management Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

CWA Asset Management Group’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	-48,589	Closed	-$2.22M	–	339
2022 Q1	$2.22M	Sell	48,589 -21,640	-31%	-$1.09M	0.17%	99
2021 Q4	$4.19M	Sell	70,229 -906	-1%	-$56.4K	0.31%	79
2021 Q3	$3.73M	Buy	71,135 +2,085	+3%	+$107K	0.3%	85
2021 Q2	$3.45M	Buy	69,050 +6,977	+11%	+$337K	0.28%	89
2021 Q1	$2.58M	Buy	+62,073	New	+$3.01M	0.24%	95

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

CWA Asset Management Group's FOCS Position: Q2 2022 in Review

CWA Asset Management Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2022, closing a stake of 48,589 shares — an estimated $2.22M sold.

CWA Asset Management Group first reported a position in FOCS in Q1 2021 and held it in 5 quarters. The position peaked at $4.19M in Q4 2021. 203 funds tracked by Wall St. Rank hold FOCS as of Q2 2022.

CWA Asset Management Group reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2022 after selling out during the quarter.
CWA Asset Management Group sold 48,589 Focus Financial Partners Inc. Class A shares in Q2 2022, an estimated $2.22M.
CWA Asset Management Group first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 5 quarters.
CWA Asset Management Group's Focus Financial Partners Inc. Class A position peaked at $4.19M in Q4 2021.
203 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2022.

Based on CWA Asset Management Group's 13F filing for Q2 2022, filed 21 Jul 2022.