Sentinel Pension Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Sentinel Pension Advisors’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 Q3	–	Sell	-47,744	Closed	-$1.63M	–	94
2022 Q2	$1.63M	Hold	47,744	–	–	0.55%	32
2022 Q1	$2.18M	Sell	47,744 -28,010	-37%	-$1.41M	0.74%	29
2021 Q4	$4.52M	Buy	75,754 +28,010	+59%	+$1.74M	1.42%	16
2021 Q3	$2.5M	Hold	47,744	–	–	0.85%	24
2021 Q2	$2.32M	Hold	47,744	–	–	0.81%	27
2021 Q1	$1.99M	Hold	47,744	–	–	0.73%	29
2020 Q4	$2.08M	Sell	47,744 -29,106	-38%	-$1.17M	0.76%	29
2020 Q3	$2.52M	Buy	76,850 +29,106	+61%	+$1.03M	0.97%	22
2020 Q2	$1.58M	Buy	+47,744	New	+$1.19M	0.66%	31

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 $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.27B AUM 18.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Sentinel Pension Advisors's FOCS Position: Q3 2022 in Review

Sentinel Pension Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2022, closing a stake of 47,744 shares — an estimated $1.63M sold.

Sentinel Pension Advisors first reported a position in FOCS in Q2 2020 and held it in 9 quarters. The position peaked at $4.52M in Q4 2021. 198 funds tracked by Wall St. Rank hold FOCS as of Q3 2022.

Sentinel Pension Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2022 after selling out during the quarter.
Sentinel Pension Advisors sold 47,744 Focus Financial Partners Inc. Class A shares in Q3 2022, an estimated $1.63M.
Sentinel Pension Advisors first reported a position in Focus Financial Partners Inc. Class A in Q2 2020 and held it in 9 quarters.
Sentinel Pension Advisors's Focus Financial Partners Inc. Class A position peaked at $4.52M in Q4 2021.
198 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2022.

Based on Sentinel Pension Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.