SRAM
FOCS

Spouting Rock Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Spouting Rock Asset Management’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
-8,392
Closed -$407K – 216
2021
Q2 		$407K Sell
8,392
-1,564
-16% -$75.5K 0.12% 158
2021
Q1 		$414K Buy
+9,956
New +$482K 0.13% 159

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

Spouting Rock Asset Management's FOCS Position: Q3 2021 in Review

Spouting Rock Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2021, closing a stake of 8,392 shares — an estimated $407K sold.

Spouting Rock Asset Management first reported a position in FOCS in Q1 2021 and held it in 2 quarters. The position peaked at $414K in Q1 2021. 211 funds tracked by Wall St. Rank hold FOCS as of Q3 2021.

  • Spouting Rock Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2021 after selling out during the quarter.
  • Spouting Rock Asset Management sold 8,392 Focus Financial Partners Inc. Class A shares in Q3 2021, an estimated $407K.
  • Spouting Rock Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 2 quarters.
  • Spouting Rock Asset Management's Focus Financial Partners Inc. Class A position peaked at $414K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2021.

Based on Spouting Rock Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.