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

HRT Financial’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 Q3	–	Sell	-48,065	Closed	-$1.64M	–	3737
2022 Q2	$1.64M	Buy	+48,065	New	+$1.84M	0.02%	660
2022 Q1	–	Sell	-18,276	Closed	-$1.09M	–	4102
2021 Q4	$1.09M	Buy	18,276 +6,102	+50%	+$380K	0.01%	1034
2021 Q3	$637K	Buy	+12,174	New	+$622K	﹤0.01%	1773
2021 Q2	–	Sell	-16,791	Closed	-$698K	–	3729
2021 Q1	$698K	Buy	+16,791	New	+$813K	0.01%	1532

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

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

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

HRT Financial's FOCS Position: Q3 2022 in Review

HRT Financial sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2022, closing a stake of 48,065 shares — an estimated $1.64M sold.

HRT Financial first reported a position in FOCS in Q1 2021 and held it in 4 quarters. The position peaked at $1.64M in Q2 2022. 198 funds tracked by Wall St. Rank hold FOCS as of Q3 2022.

HRT Financial reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2022 after selling out during the quarter.
HRT Financial sold 48,065 Focus Financial Partners Inc. Class A shares in Q3 2022, an estimated $1.64M.
HRT Financial first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 4 quarters.
HRT Financial's Focus Financial Partners Inc. Class A position peaked at $1.64M in Q2 2022.
198 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2022.

Based on HRT Financial's 13F filing for Q3 2022, filed 14 Nov 2022.