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

Proficio Capital Partners’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 Q4	–	Sell	-36,087	Closed	-$1.14M	–	298
2022 Q3	$1.14M	Hold	36,087	–	–	0.21%	70
2022 Q2	$1.23M	Sell	36,087 -12	-0%	-$459	0.23%	66
2022 Q1	$1.65M	Buy	36,099 +12	+0%	+$602	0.25%	64
2021 Q4	$2.15M	Hold	36,087	–	–	0.3%	63
2021 Q3	$1.89M	Hold	36,087	–	–	0.25%	69
2021 Q2	$1.75M	Buy	36,087 +9,500	+36%	+$458K	0.21%	68
2021 Q1	$1.11M	Buy	26,587 +10,000	+60%	+$484K	0.14%	86
2020 Q4	$722K	Hold	16,587	–	–	0.11%	83
2020 Q3	$544K	Buy	+16,587	New	+$587K	0.1%	88

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Proficio Capital Partners's FOCS Position: Q4 2022 in Review

Proficio Capital Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2022, closing a stake of 36,087 shares — an estimated $1.14M sold.

Proficio Capital Partners first reported a position in FOCS in Q3 2020 and held it in 9 quarters. The position peaked at $2.15M in Q4 2021. 179 funds tracked by Wall St. Rank hold FOCS as of Q4 2022.

Proficio Capital Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2022 after selling out during the quarter.
Proficio Capital Partners sold 36,087 Focus Financial Partners Inc. Class A shares in Q4 2022, an estimated $1.14M.
Proficio Capital Partners first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and held it in 9 quarters.
Proficio Capital Partners's Focus Financial Partners Inc. Class A position peaked at $2.15M in Q4 2021.
179 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2022.

Based on Proficio Capital Partners's 13F filing for Q4 2022, filed 30 Jan 2023.