Marshall Wace North America’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Marshall Wace North America’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
2021 Q3	–	Sell	-41,412	Closed	-$2.01M	–	1802
2021 Q2	$2.01M	Sell	41,412 -140,082	-77%	-$6.76M	0.01%	803
2021 Q1	$7.55M	Buy	181,494 +150,315	+482%	+$7.28M	0.03%	458
2020 Q4	$1.36M	Sell	31,179 -122,743	-80%	-$4.92M	0.01%	862
2020 Q3	$5.05M	Buy	153,922 +85,610	+125%	+$3.03M	0.03%	389
2020 Q2	$2.26M	Buy	68,312 +49,248	+258%	+$1.23M	0.01%	561
2020 Q1	$439K	Sell	19,064 -64,546	-77%	-$1.71M	﹤0.01%	783
2019 Q4	$2.46M	Sell	83,610 -165,212	-66%	-$4.22M	0.01%	532
2019 Q3	$5.92M	Buy	+248,822	New	+$6.12M	0.03%	334
2019 Q2	–	Sell	-6,469	Closed	-$231K	–	1736
2019 Q1	$231K	Buy	6,469 +321	+5%	+$10.1K	﹤0.01%	954
2018 Q4	$162K	Sell	6,148 -29,074	-83%	-$1.01M	﹤0.01%	993
2018 Q3	$1.67M	Buy	+35,222	New	+$1.5M	0.01%	521

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Marshall Wace North America's FOCS Position: Q3 2021 in Review

Marshall Wace North America sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2021, closing a stake of 41,412 shares — an estimated $2.01M sold.

Marshall Wace North America first reported a position in FOCS in Q3 2018 and held it in 11 quarters. The position peaked at $7.55M in Q1 2021. 211 funds tracked by Wall St. Rank hold FOCS as of Q3 2021.

Marshall Wace North America reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2021 after selling out during the quarter.
Marshall Wace North America sold 41,412 Focus Financial Partners Inc. Class A shares in Q3 2021, an estimated $2.01M.
Marshall Wace North America first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 11 quarters.
Marshall Wace North America's Focus Financial Partners Inc. Class A position peaked at $7.55M in Q1 2021.
211 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.