Knights of Columbus Asset Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Knights of Columbus Asset 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
2022 Q3	–	Sell	-48,960	Closed	-$1.67M	–	337
2022 Q2	$1.67M	Buy	48,960 +514	+1%	+$19.6K	0.17%	177
2022 Q1	$2.22M	Buy	48,446 +592	+1%	+$29.7K	0.19%	171
2021 Q4	$2.86M	Buy	47,854 +851	+2%	+$53K	0.23%	140
2021 Q3	$2.46M	Buy	47,003 +250	+0.5%	+$12.8K	0.22%	147
2021 Q2	$2.27M	Buy	46,753 +360	+0.8%	+$17.4K	0.21%	163
2021 Q1	$1.93M	Sell	46,393 -619	-1%	-$30K	0.19%	184
2020 Q4	$2.04M	Buy	+47,012	New	+$1.89M	0.22%	165

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 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 $6.73T AUM 46.02% 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 $315B AUM 27.84% 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 $204B AUM 27.99% 1-Year Est. Return

Knights of Columbus Asset Advisors's FOCS Position: Q3 2022 in Review

Knights of Columbus Asset Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2022, closing a stake of 48,960 shares — an estimated $1.67M sold.

Knights of Columbus Asset Advisors first reported a position in FOCS in Q4 2020 and held it in 7 quarters. The position peaked at $2.86M in Q4 2021. 198 funds tracked by Wall St. Rank hold FOCS as of Q3 2022.

Knights of Columbus Asset Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2022 after selling out during the quarter.
Knights of Columbus Asset Advisors sold 48,960 Focus Financial Partners Inc. Class A shares in Q3 2022, an estimated $1.67M.
Knights of Columbus Asset Advisors first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 7 quarters.
Knights of Columbus Asset Advisors's Focus Financial Partners Inc. Class A position peaked at $2.86M in Q4 2021.
198 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2022.

Based on Knights of Columbus Asset Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.