Transform Wealth’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Transform Wealth’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 Q1	–	Sell	-3,973	Closed	-$237K	–	235
2021 Q4	$237K	Sell	3,973 -25	-0.6%	-$1.56K	0.02%	206
2021 Q3	$209K	Buy	+3,998	New	+$204K	0.02%	214
2020 Q4	–	Sell	-6,297	Closed	-$206K	–	233
2020 Q3	$206K	Sell	6,297 -2,067	-25%	-$73.1K	0.03%	206
2020 Q2	$276K	Sell	8,364 -9,714	-54%	-$243K	0.05%	189
2020 Q1	$416K	Buy	18,078 +3,720	+26%	+$98.7K	0.09%	153
2019 Q4	$423K	Hold	14,358	–	–	0.07%	169
2019 Q3	$342K	Hold	14,358	–	–	0.06%	169
2019 Q2	$392K	Buy	14,358 +1,300	+10%	+$42.4K	0.06%	188
2019 Q1	$465K	Buy	+13,058	New	+$412K	0.09%	132

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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 $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Transform Wealth's FOCS Position: Q1 2022 in Review

Transform Wealth sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2022, closing a stake of 3,973 shares — an estimated $237K sold.

Transform Wealth first reported a position in FOCS in Q1 2019 and held it in 9 quarters. The position peaked at $465K in Q1 2019. 219 funds tracked by Wall St. Rank hold FOCS as of Q1 2022.

Transform Wealth reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2022 after selling out during the quarter.
Transform Wealth sold 3,973 Focus Financial Partners Inc. Class A shares in Q1 2022, an estimated $237K.
Transform Wealth first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 9 quarters.
Transform Wealth's Focus Financial Partners Inc. Class A position peaked at $465K in Q1 2019.
219 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2022.

Based on Transform Wealth's 13F filing for Q1 2022, filed 25 Apr 2022.