Duality Advisers’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Duality Advisers’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	-32,115	Closed	-$1.47M	–	917
2022 Q1	$1.47M	Buy	32,115 +4,480	+16%	+$225K	0.16%	237
2021 Q4	$1.65M	Buy	+27,635	New	+$1.72M	0.18%	209
2021 Q3	–	Sell	-11,534	Closed	-$559K	–	741
2021 Q2	$559K	Sell	11,534 -30,065	-72%	-$1.45M	0.05%	419
2021 Q1	$1.73M	Buy	41,599 +21,797	+110%	+$1.06M	0.15%	244
2020 Q4	$861K	Sell	19,802 -9,178	-32%	-$368K	0.06%	375
2020 Q3	$950K	Buy	+28,980	New	+$1.02M	0.06%	380

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

Duality Advisers's FOCS Position: Q2 2022 in Review

Duality Advisers sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2022, closing a stake of 32,115 shares — an estimated $1.47M sold.

Duality Advisers first reported a position in FOCS in Q3 2020 and held it in 6 quarters. The position peaked at $1.73M in Q1 2021. 203 funds tracked by Wall St. Rank hold FOCS as of Q2 2022.

Duality Advisers reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2022 after selling out during the quarter.
Duality Advisers sold 32,115 Focus Financial Partners Inc. Class A shares in Q2 2022, an estimated $1.47M.
Duality Advisers first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and held it in 6 quarters.
Duality Advisers's Focus Financial Partners Inc. Class A position peaked at $1.73M in Q1 2021.
203 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2022.

Based on Duality Advisers's 13F filing for Q2 2022, filed 8 Aug 2022.