O'Shaughnessy Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

O'Shaughnessy Asset 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
2021 Q4	–	Sell	-512	Closed	-$27K	–	2675
2021 Q3	$27K	Hold	512	–	–	﹤0.01%	1854
2021 Q2	$25K	Hold	512	–	–	﹤0.01%	1785
2021 Q1	$21K	Hold	512	–	–	﹤0.01%	1627
2020 Q4	$22K	Hold	512	–	–	﹤0.01%	1403
2020 Q3	$17K	Hold	512	–	–	﹤0.01%	1280
2020 Q2	$17K	Buy	+512	New	+$12.8K	﹤0.01%	1177
2020 Q1	–	Sell	-512	Closed	-$15K	–	1913
2019 Q4	$15K	Buy	+512	New	+$13.1K	﹤0.01%	1215

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

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

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

TCM

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

O'Shaughnessy Asset Management's FOCS Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2021, closing a stake of 512 shares — an estimated $27K sold.

O'Shaughnessy Asset Management first reported a position in FOCS in Q4 2019 and held it in 7 quarters. The position peaked at $27K in Q3 2021. 240 funds tracked by Wall St. Rank hold FOCS as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 512 Focus Financial Partners Inc. Class A shares in Q4 2021, an estimated $27K.
O'Shaughnessy Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 7 quarters.
O'Shaughnessy Asset Management's Focus Financial Partners Inc. Class A position peaked at $27K in Q3 2021.
240 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.