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BDO Wealth Advisors’s Fair Isaac FICO Stock Holding History

BDO 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
2023
Q2 		$44.5K Hold
55
– – 0.01% 455
2023
Q1 		$38.7K Hold
55
– – ﹤0.01% 467
2022
Q4 		$32.9K Hold
55
– – ﹤0.01% 478
2022
Q3 		$23K Buy
+55
New +$25K ﹤0.01% 543
2021
Q1 		– Sell
-25
Closed -$13K – 1196
2020
Q4 		$13K Buy
+25
New +$11.6K ﹤0.01% 519
2020
Q1 		– Sell
-12
Closed -$4K – 767
2019
Q4 		$4K Hold
12
– – ﹤0.01% 512
2019
Q3 		$4K Sell
12
-12
-50% -$4.06K ﹤0.01% 534
2019
Q2 		$8K Hold
24
– – ﹤0.01% 458
2019
Q1 		$7K Buy
+24
New +$5.64K ﹤0.01% 448

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's FICO Position: Q2 2023 in Review

BDO Wealth Advisors held its Fair Isaac (FICO) position steady in Q2 2023 at 55 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #455.

BDO Wealth Advisors first reported a position in FICO in Q1 2019 and has held it in 9 quarters since. 670 funds tracked by Wall St. Rank hold FICO as of Q2 2023.

  • BDO Wealth Advisors held 55 shares of Fair Isaac worth $44.5K as of Q2 2023.
  • BDO Wealth Advisors left its Fair Isaac share count unchanged in Q2 2023.
  • Fair Isaac made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #455 holding.
  • BDO Wealth Advisors first reported a position in Fair Isaac in Q1 2019 and has held it in 9 quarters since.
  • 670 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.