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Baldwin Wealth Partners’s Fair Isaac FICO Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-457
Closed -$888K – 517
2024
Q3 		$888K Buy
+457
New +$782K 0.06% 132

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Baldwin Wealth Partners's FICO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Fair Isaac (FICO) in Q4 2024, closing a stake of 457 shares — an estimated $888K sold.

Baldwin Wealth Partners first reported a position in FICO in Q3 2024 and held it in 1 quarter. The position peaked at $888K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold FICO as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Fair Isaac position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 457 Fair Isaac shares in Q4 2024, an estimated $888K.
  • Baldwin Wealth Partners first reported a position in Fair Isaac in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Fair Isaac position peaked at $888K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.