Grandeur Peak Global Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Grandeur Peak Global Advisors’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
2020 Q1	–	Sell	-11,775	Closed	-$347K	–	116
2019 Q4	$347K	Hold	11,775	–	–	0.03%	84
2019 Q3	$280K	Hold	11,775	–	–	0.03%	90
2019 Q2	$322K	Hold	11,775	–	–	0.03%	87
2019 Q1	$420K	Hold	11,775	–	–	0.05%	81
2018 Q4	$310K	Buy	11,775 +4,025	+52%	+$140K	0.04%	87
2018 Q3	$368K	Buy	+7,750	New	+$331K	0.04%	88

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Grandeur Peak Global Advisors's FOCS Position: Q1 2020 in Review

Grandeur Peak Global Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2020, closing a stake of 11,775 shares — an estimated $347K sold.

Grandeur Peak Global Advisors first reported a position in FOCS in Q3 2018 and held it in 6 quarters. The position peaked at $420K in Q1 2019. 112 funds tracked by Wall St. Rank hold FOCS as of Q1 2020.

Grandeur Peak Global Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2020 after selling out during the quarter.
Grandeur Peak Global Advisors sold 11,775 Focus Financial Partners Inc. Class A shares in Q1 2020, an estimated $347K.
Grandeur Peak Global Advisors first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 6 quarters.
Grandeur Peak Global Advisors's Focus Financial Partners Inc. Class A position peaked at $420K in Q1 2019.
112 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2020.

Based on Grandeur Peak Global Advisors's 13F filing for Q1 2020, filed 18 May 2020.