PFA
FOCS

Paradigm Financial Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Paradigm Financial 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
2021
Q4 		$590K Buy
9,885
+525
+6% +$32.7K 0.13% 107
2021
Q3 		$490K Buy
9,360
+1,730
+23% +$88.4K 0.11% 116
2021
Q2 		$370K Buy
+7,630
New +$368K 0.08% 144

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Jennison Associates
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

Paradigm Financial Advisors's FOCS Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Focus Financial Partners Inc. Class A (FOCS) stake by 5.6% in Q4 2021, buying an estimated $32.7K and bringing the position to 9,885 shares worth $590K. The position accounts for 0.13% of the portfolio, ranked #107.

Paradigm Financial Advisors first reported a position in FOCS in Q2 2021 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold FOCS as of Q4 2021.

  • Paradigm Financial Advisors held 9,885 shares of Focus Financial Partners Inc. Class A worth $590K as of Q4 2021.
  • Paradigm Financial Advisors bought 525 Focus Financial Partners Inc. Class A shares in Q4 2021, an estimated $32.7K.
  • Focus Financial Partners Inc. Class A made up 0.13% of Paradigm Financial Advisors's portfolio in Q4 2021, its #107 holding.
  • Paradigm Financial Advisors first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.