BRWA
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B. Riley Wealth Advisors’s Fair Isaac FICO Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$215K Sell
108
-108
-50% -$231K 0.01% 1011
2024
Q3 		$419K Sell
216
-87
-29% -$149K 0.01% 811
2024
Q2 		$451K Sell
303
-339
-53% -$438K 0.01% 862
2024
Q1 		$558K Sell
642
-312
-33% -$390K 0.02% 740
2023
Q4 		$1.11M Buy
954
+312
+49% +$314K 0.03% 493
2023
Q3 		$558K Buy
642
+108
+20% +$92.7K 0.02% 740
2023
Q2 		$432K Buy
534
+213
+66% +$160K 0.01% 932
2023
Q1 		$226K Buy
+321
New +$214K 0.01% 1234
2015
Q1 		– Sell
-180
Closed -$13 – 1056
2014
Q4 		$13 Buy
+180
New +$11.8K ﹤0.01% 2732
2014
Q3 		– Sell
-180
Closed -$11.5K – 1082
2014
Q2 		$11.5K Buy
+180
New +$10.3K ﹤0.01% 1729

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return