Parametric Portfolio Associates’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Parametric Portfolio Associates’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 Q1	$3.14M	Buy	68,625 +13,887	+25%	+$697K	﹤0.01%	2153
2021 Q4	$3.27M	Buy	54,738 +27,156	+98%	+$1.69M	﹤0.01%	2140
2021 Q3	$1.44M	Buy	27,582 +2,783	+11%	+$142K	﹤0.01%	2626
2021 Q2	$1.2M	Buy	24,799 +10,172	+70%	+$491K	﹤0.01%	2689
2021 Q1	$609K	Buy	14,627 +1,142	+8%	+$55.3K	﹤0.01%	3405
2020 Q4	$587K	Sell	13,485 -7,368	-35%	-$296K	﹤0.01%	3310
2020 Q3	$684K	Sell	20,853 -6,242	-23%	-$221K	﹤0.01%	3118
2020 Q2	$895K	Buy	27,095 +531	+2%	+$13.3K	﹤0.01%	2970
2020 Q1	$611K	Sell	26,564 -180	-0.7%	-$4.78K	﹤0.01%	3055
2019 Q4	$788K	Buy	+26,744	New	+$684K	﹤0.01%	3173

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 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 $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Parametric Portfolio Associates's FOCS Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Focus Financial Partners Inc. Class A (FOCS) stake by 25% in Q1 2022, buying an estimated $697K and bringing the position to 68,625 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Parametric Portfolio Associates first reported a position in FOCS in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.27M in Q4 2021. 219 funds tracked by Wall St. Rank hold FOCS as of Q1 2022.

Parametric Portfolio Associates held 68,625 shares of Focus Financial Partners Inc. Class A worth $3.14M as of Q1 2022.
Parametric Portfolio Associates bought 13,887 Focus Financial Partners Inc. Class A shares in Q1 2022, an estimated $697K.
Focus Financial Partners Inc. Class A made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2153 holding.
Parametric Portfolio Associates first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and has held it in 10 quarters since.
Parametric Portfolio Associates's Focus Financial Partners Inc. Class A position peaked at $3.27M in Q4 2021.
219 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.