Patriot Financial Group Insurance Agency’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Patriot Financial Group Insurance Agency’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	-200	Closed	-$9K	–	2215
2022 Q1	$9K	Hold	200	–	–	﹤0.01%	1423
2021 Q4	$12K	Hold	200	–	–	﹤0.01%	1439
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	1498
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	1458
2021 Q1	$8K	Hold	200	–	–	﹤0.01%	1447
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	1277
2020 Q3	$7K	Buy	+200	New	+$7.07K	﹤0.01%	1161

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 $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 $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return

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

TCM

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

Patriot Financial Group Insurance Agency's FOCS Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2022, closing a stake of 200 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in FOCS in Q3 2020 and held it in 7 quarters. The position peaked at $12K in Q4 2021. 203 funds tracked by Wall St. Rank hold FOCS as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 200 Focus Financial Partners Inc. Class A shares in Q2 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Focus Financial Partners Inc. Class A position peaked at $12K in Q4 2021.
203 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.