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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,171,166	Closed	-$80.9M	–	889
2022 Q4	$80.9M	Sell	2,171,166 -75,326	-3%	-$2.68M	0.03%	378
2022 Q3	$70.8M	Buy	2,246,492 +200,261	+10%	+$7.64M	0.03%	396
2022 Q2	$69.7M	Buy	2,046,231 +1,006,112	+97%	+$38.4M	0.02%	406
2022 Q1	$47.6M	Buy	1,040,119 +28,651	+3%	+$1.44M	0.01%	490
2021 Q4	$60.4M	Sell	1,011,468 -485,758	-32%	-$30.2M	0.02%	475
2021 Q3	$78.4M	Buy	1,497,226 +36,089	+2%	+$1.84M	0.02%	424
2021 Q2	$70.9M	Sell	1,461,137 -4,182	-0.3%	-$202K	0.02%	448
2021 Q1	$61M	Buy	1,465,319 +268,973	+22%	+$13M	0.02%	456
2020 Q4	$52M	Buy	1,196,346 +314,733	+36%	+$12.6M	0.02%	468
2020 Q3	$28.9M	Buy	+881,613	New	+$31.2M	0.01%	516