QSS
FOCS

Quantitative Systematic Strategies’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Quantitative Systematic Strategies’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
-4,655
Closed -$226K – 412
2021
Q2 		$226K Sell
4,655
-5,382
-54% -$260K 0.08% 403
2021
Q1 		$418K Buy
+10,037
New +$486K 0.06% 408
2019
Q1 		– Sell
-9,737
Closed -$256K – 696
2018
Q4 		$256K Sell
9,737
-5,129
-35% -$179K 0.06% 457
2018
Q3 		$706K Buy
+14,866
New +$635K 0.13% 246

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Quantitative Systematic Strategies's FOCS Position: Q3 2021 in Review

Quantitative Systematic Strategies sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2021, closing a stake of 4,655 shares — an estimated $226K sold.

Quantitative Systematic Strategies first reported a position in FOCS in Q3 2018 and held it in 4 quarters. The position peaked at $706K in Q3 2018. 211 funds tracked by Wall St. Rank hold FOCS as of Q3 2021.

  • Quantitative Systematic Strategies reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2021 after selling out during the quarter.
  • Quantitative Systematic Strategies sold 4,655 Focus Financial Partners Inc. Class A shares in Q3 2021, an estimated $226K.
  • Quantitative Systematic Strategies first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 4 quarters.
  • Quantitative Systematic Strategies's Focus Financial Partners Inc. Class A position peaked at $706K in Q3 2018.
  • 211 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2021.

Based on Quantitative Systematic Strategies's 13F filing for Q3 2021, filed 16 Nov 2021.