Royce & Associates’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Royce & 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
2023 Q1	–	Sell	-131,460	Closed	-$4.9M	–	964
2022 Q4	$4.9M	Buy	131,460 +81,460	+163%	+$2.9M	0.05%	475
2022 Q3	$1.58M	Hold	50,000	–	–	0.02%	662
2022 Q2	$1.7M	Hold	50,000	–	–	0.02%	680
2022 Q1	$2.29M	Hold	50,000	–	–	0.02%	695
2021 Q4	$2.99M	Hold	50,000	–	–	0.02%	654
2021 Q3	$2.62M	Hold	50,000	–	–	0.02%	701
2021 Q2	$2.42M	Hold	50,000	–	–	0.02%	737
2021 Q1	$2.08M	Hold	50,000	–	–	0.01%	750
2020 Q4	$2.17M	Hold	50,000	–	–	0.02%	705
2020 Q3	$1.64M	Hold	50,000	–	–	0.02%	714
2020 Q2	$1.65M	Hold	50,000	–	–	0.02%	705
2020 Q1	$1.15M	Hold	50,000	–	–	0.02%	711
2019 Q4	$1.47M	Hold	50,000	–	–	0.01%	752
2019 Q3	$1.19M	Hold	50,000	–	–	0.01%	786
2019 Q2	$1.37M	Hold	50,000	–	–	0.01%	794
2019 Q1	$1.78M	Hold	50,000	–	–	0.02%	772
2018 Q4	$1.32M	Buy	+50,000	New	+$1.74M	0.01%	814

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Royce & Associates's FOCS Position: Q1 2023 in Review

Royce & Associates sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 131,460 shares — an estimated $4.9M sold.

Royce & Associates first reported a position in FOCS in Q4 2018 and held it in 17 quarters. The position peaked at $4.9M in Q4 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

Royce & Associates reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
Royce & Associates sold 131,460 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $4.9M.
Royce & Associates first reported a position in Focus Financial Partners Inc. Class A in Q4 2018 and held it in 17 quarters.
Royce & Associates's Focus Financial Partners Inc. Class A position peaked at $4.9M in Q4 2022.
229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Royce & Associates's 13F filing for Q1 2023, filed 4 May 2023.