Avior Wealth Management’s Fair Isaac FICO Stock Holding History

Avior Wealth Management’s Portfolio FICO Stock Details FICO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7	Closed	-$13.9K	–	1288
2024 Q4	$13.9K	Hold	7	–	–	﹤0.01%	1521
2024 Q3	$13.6K	Buy	7 +1	+17%	+$1.71K	﹤0.01%	1458
2024 Q2	$8.93K	Sell	6 -57	-90%	-$73.7K	﹤0.01%	1545
2024 Q1	$78.7K	Buy	+63	New	+$78.8K	﹤0.01%	1052
2023 Q4	–	Sell	-10	Closed	-$8.69K	–	1578
2023 Q3	$8.69K	Sell	10 -500	-98%	-$429K	﹤0.01%	1064
2023 Q2	$413K	Sell	510 -231	-31%	-$173K	0.03%	388
2023 Q1	$521K	Buy	+741	New	+$493K	0.04%	333
2020 Q4	–	Sell	-1,310	Closed	-$557K	–	1009
2020 Q3	$557K	Buy	1,310 +80	+7%	+$34K	0.08%	213
2020 Q2	$514K	Buy	1,230 +160	+15%	+$58.4K	0.08%	226
2020 Q1	$329K	Hold	1,070	–	–	0.06%	259
2019 Q4	$400K	Hold	1,070	–	–	0.06%	263
2019 Q3	$324K	Buy	1,070 +300	+39%	+$102K	0.06%	283
2019 Q2	$242K	Buy	+770	New	+$223K	0.04%	332

Other funds holding FICO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Avior Wealth Management's FICO Position: Q1 2025 in Review

Avior Wealth Management sold out of Fair Isaac (FICO) in Q1 2025, closing a stake of 7 shares — an estimated $13.9K sold.

Avior Wealth Management first reported a position in FICO in Q2 2019 and held it in 13 quarters. The position peaked at $557K in Q3 2020. 969 funds tracked by Wall St. Rank hold FICO as of Q1 2025.

Avior Wealth Management reported no remaining Fair Isaac position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 7 Fair Isaac shares in Q1 2025, an estimated $13.9K.
Avior Wealth Management first reported a position in Fair Isaac in Q2 2019 and held it in 13 quarters.
Avior Wealth Management's Fair Isaac position peaked at $557K in Q3 2020.
969 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.