Baystate Wealth Management’s Fair Isaac FICO Stock Holding History

Baystate 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
2023 Q4	$4.66K	Buy	+4	New	+$4.03K	﹤0.01%	907
2020 Q2	–	Sell	-70	Closed	-$22K	–	675
2020 Q1	$22K	Hold	70	–	–	﹤0.01%	270
2019 Q4	$26K	Hold	70	–	–	﹤0.01%	294
2019 Q3	$21K	Hold	70	–	–	﹤0.01%	287
2019 Q2	$22K	Hold	70	–	–	﹤0.01%	297
2019 Q1	$20K	Hold	70	–	–	﹤0.01%	307
2018 Q4	$15K	Buy	+70	New	+$13.7K	﹤0.01%	330

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

VFCM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baystate Wealth Management's FICO Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Fair Isaac (FICO) in Q4 2023: 4 shares worth $4.66K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in FICO as recently as Q1 2020.

Baystate Wealth Management first reported a position in FICO in Q4 2018 and has held it in 7 quarters since. The position peaked at $26K in Q4 2019. 744 funds tracked by Wall St. Rank hold FICO as of Q4 2023.

Baystate Wealth Management held 4 shares of Fair Isaac worth $4.66K as of Q4 2023.
Fair Isaac was a new Baystate Wealth Management position in Q4 2023.
Fair Isaac made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #907 holding.
Baystate Wealth Management first reported a position in Fair Isaac in Q4 2018 and has held it in 7 quarters since.
Baystate Wealth Management's Fair Isaac position peaked at $26K in Q4 2019.
744 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.