Endurance Wealth Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Endurance Wealth 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 Q1	–	Sell	-1,750	Closed	-$105K	–	665
2021 Q4	$105K	Sell	1,750 -1,000	-36%	-$62.2K	0.01%	284
2021 Q3	$144K	Sell	2,750 -550	-17%	-$28.1K	0.02%	244
2021 Q2	$159K	Buy	3,300 +800	+32%	+$38.6K	0.02%	239
2021 Q1	$104K	Buy	2,500 +1,500	+150%	+$72.6K	0.01%	279
2020 Q4	$44K	Buy	+1,000	New	+$40.1K	0.01%	340

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

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

Endurance Wealth Management's FOCS Position: Q1 2022 in Review

Endurance Wealth Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2022, closing a stake of 1,750 shares — an estimated $105K sold.

Endurance Wealth Management first reported a position in FOCS in Q4 2020 and held it in 5 quarters. The position peaked at $159K in Q2 2021. 219 funds tracked by Wall St. Rank hold FOCS as of Q1 2022.

Endurance Wealth Management reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2022 after selling out during the quarter.
Endurance Wealth Management sold 1,750 Focus Financial Partners Inc. Class A shares in Q1 2022, an estimated $105K.
Endurance Wealth Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 5 quarters.
Endurance Wealth Management's Focus Financial Partners Inc. Class A position peaked at $159K in Q2 2021.
219 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2022.

Based on Endurance Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.