Merriman Wealth Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Merriman Wealth 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 Q2	–	Sell	-7,654	Closed	-$350K	–	212
2022 Q1	$350K	Hold	7,654	–	–	0.03%	149
2021 Q4	$457K	Hold	7,654	–	–	0.03%	151
2021 Q3	$401K	Sell	7,654 -9,375	-55%	-$479K	0.03%	151
2021 Q2	$826K	Hold	17,029	–	–	0.07%	127
2021 Q1	$709K	Sell	17,029 -9,250	-35%	-$448K	0.08%	106
2020 Q4	$1.14M	Sell	26,279 -6,495	-20%	-$261K	0.12%	104
2020 Q3	$1.07M	Sell	32,774 -19,732	-38%	-$698K	0.16%	83
2020 Q2	$1.74M	Hold	52,506	–	–	0.28%	61
2020 Q1	$1.21M	Buy	52,506 +26,964	+106%	+$716K	0.26%	55
2019 Q4	$753K	Hold	25,542	–	–	0.15%	110
2019 Q3	$608K	Buy	25,542 +162	+0.6%	+$3.98K	0.12%	107
2019 Q2	$7.08K	Buy	25,380 +250	+1%	+$8.15K	0.14%	102
2019 Q1	$896K	Buy	+25,130	New	+$792K	0.17%	106

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Merriman Wealth Management's FOCS Position: Q2 2022 in Review

Merriman Wealth Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2022, closing a stake of 7,654 shares — an estimated $350K sold.

Merriman Wealth Management first reported a position in FOCS in Q1 2019 and held it in 13 quarters. The position peaked at $1.74M in Q2 2020. 203 funds tracked by Wall St. Rank hold FOCS as of Q2 2022.

Merriman Wealth Management reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2022 after selling out during the quarter.
Merriman Wealth Management sold 7,654 Focus Financial Partners Inc. Class A shares in Q2 2022, an estimated $350K.
Merriman Wealth Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 13 quarters.
Merriman Wealth Management's Focus Financial Partners Inc. Class A position peaked at $1.74M in Q2 2020.
203 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2022.

Based on Merriman Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.