Fortem Financial Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Fortem Financial 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 Q1	–	Sell	-4,150	Closed	-$248K	–	188
2021 Q4	$248K	Hold	4,150	–	–	0.11%	153
2021 Q3	$217K	Hold	4,150	–	–	0.11%	162
2021 Q2	$201K	Buy	+4,150	New	+$200K	0.1%	161
2021 Q1	–	Sell	-4,005	Closed	-$174K	–	455
2020 Q4	$174K	Buy	+4,005	New	+$161K	0.1%	156
2020 Q1	–	Sell	-9,705	Closed	-$286K	–	149
2019 Q4	$286K	Buy	9,705 +505	+5%	+$12.9K	0.21%	91
2019 Q3	$219K	Sell	9,200 -6,833	-43%	-$168K	0.19%	101
2019 Q2	$438K	Hold	16,033	–	–	0.44%	56
2019 Q1	$571K	Buy	+16,033	New	+$505K	0.59%	52

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

Fortem Financial Group's FOCS Position: Q1 2022 in Review

Fortem Financial Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2022, closing a stake of 4,150 shares — an estimated $248K sold.

Fortem Financial Group first reported a position in FOCS in Q1 2019 and held it in 8 quarters. The position peaked at $571K in Q1 2019. 219 funds tracked by Wall St. Rank hold FOCS as of Q1 2022.

Fortem Financial Group reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2022 after selling out during the quarter.
Fortem Financial Group sold 4,150 Focus Financial Partners Inc. Class A shares in Q1 2022, an estimated $248K.
Fortem Financial Group first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 8 quarters.
Fortem Financial Group's Focus Financial Partners Inc. Class A position peaked at $571K in Q1 2019.
219 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2022.

Based on Fortem Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.