HMS Capital Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

HMS Capital 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 Q4	–	Sell	-6,876	Closed	-$217K	–	121
2022 Q3	$217K	Sell	6,876 -3,858	-36%	-$147K	0.13%	113
2022 Q2	$366K	Sell	10,734 -16,143	-60%	-$617K	0.18%	79
2022 Q1	$1.23M	Sell	26,877 -306	-1%	-$15.4K	0.51%	39
2021 Q4	$1.62M	Sell	27,183 -1,414	-5%	-$88K	0.71%	33
2021 Q3	$1.5M	Sell	28,597 -958	-3%	-$48.9K	0.7%	34
2021 Q2	$1.43M	Buy	+29,555	New	+$1.43M	0.64%	40

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HMS Capital Management's FOCS Position: Q4 2022 in Review

HMS Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2022, closing a stake of 6,876 shares — an estimated $217K sold.

HMS Capital Management first reported a position in FOCS in Q2 2021 and held it in 6 quarters. The position peaked at $1.62M in Q4 2021. 179 funds tracked by Wall St. Rank hold FOCS as of Q4 2022.

HMS Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2022 after selling out during the quarter.
HMS Capital Management sold 6,876 Focus Financial Partners Inc. Class A shares in Q4 2022, an estimated $217K.
HMS Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and held it in 6 quarters.
HMS Capital Management's Focus Financial Partners Inc. Class A position peaked at $1.62M in Q4 2021.
179 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2022.

Based on HMS Capital Management's 13F filing for Q4 2022, filed 23 Jan 2023.