Penserra Capital Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Penserra Capital 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 Q3	–	Sell	-2,680	Closed	-$129K	–	1540
2021 Q2	$129K	Buy	+2,680	New	+$129K	﹤0.01%	737
2020 Q2	–	Sell	-163,104	Closed	-$3.75M	–	936
2020 Q1	$3.75M	Buy	+163,104	New	+$4.33M	0.26%	120
2018 Q4	–	Sell	-11,320	Closed	-$537K	–	807
2018 Q3	$537K	Buy	+11,320	New	+$483K	0.03%	274

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Penserra Capital Management's FOCS Position: Q3 2021 in Review

Penserra Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2021, closing a stake of 2,680 shares — an estimated $129K sold.

Penserra Capital Management first reported a position in FOCS in Q3 2018 and held it in 3 quarters. The position peaked at $3.75M in Q1 2020. 211 funds tracked by Wall St. Rank hold FOCS as of Q3 2021.

Penserra Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2021 after selling out during the quarter.
Penserra Capital Management sold 2,680 Focus Financial Partners Inc. Class A shares in Q3 2021, an estimated $129K.
Penserra Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 3 quarters.
Penserra Capital Management's Focus Financial Partners Inc. Class A position peaked at $3.75M in Q1 2020.
211 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2021.

Based on Penserra Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.