SPA
FOCS

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

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WA
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BlackRock
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DPCM
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Massachusetts Financial Services
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return