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

Wasatch 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
2023 Q2	–	Sell	-628,322	Closed	-$32.6M	–	271
2023 Q1	$32.6M	Sell	628,322 -6,693,008	-91%	-$323M	0.2%	97
2022 Q4	$273M	Sell	7,321,330 -303,802	-4%	-$10.8M	1.84%	10
2022 Q3	$240M	Buy	7,625,132 +761,829	+11%	+$29.1M	1.67%	13
2022 Q2	$234M	Buy	6,863,303 +804,697	+13%	+$30.7M	1.48%	18
2022 Q1	$277M	Sell	6,058,606 -115,259	-2%	-$5.79M	1.36%	18
2021 Q4	$369M	Buy	6,173,865 +2,893,968	+88%	+$180M	1.5%	14
2021 Q3	$172M	Sell	3,279,897 -8,986	-0.3%	-$459K	0.7%	47
2021 Q2	$160M	Buy	+3,288,883	New	+$159M	0.65%	52

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Wasatch Advisors's FOCS Position: Q2 2023 in Review

Wasatch Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 628,322 shares — an estimated $32.6M sold.

Wasatch Advisors first reported a position in FOCS in Q2 2021 and held it in 8 quarters. The position peaked at $369M in Q4 2021. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

Wasatch Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
Wasatch Advisors sold 628,322 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $32.6M.
Wasatch Advisors first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and held it in 8 quarters.
Wasatch Advisors's Focus Financial Partners Inc. Class A position peaked at $369M in Q4 2021.
208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on Wasatch Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.