PPA
FOCS

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 $21.9M 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return