BerganKDV Wealth Management’s Fair Isaac FICO Stock Holding History

BerganKDV 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 Q2	$15.4K	Sell	19 -24	-56%	-$18K	﹤0.01%	516
2023 Q1	$30.2K	Buy	43 +24	+126%	+$16K	﹤0.01%	453
2022 Q4	$11.4K	Hold	19	–	–	﹤0.01%	561
2022 Q3	$8K	Hold	19	–	–	﹤0.01%	604
2022 Q2	$8K	Hold	19	–	–	﹤0.01%	622
2022 Q1	$9K	Hold	19	–	–	﹤0.01%	625
2021 Q4	$8K	Hold	19	–	–	﹤0.01%	697
2021 Q3	$8K	Hold	19	–	–	﹤0.01%	671
2021 Q2	$10K	Hold	19	–	–	﹤0.01%	603
2021 Q1	$9K	Hold	19	–	–	﹤0.01%	589
2020 Q4	$10K	Hold	19	–	–	﹤0.01%	568
2020 Q3	$8K	Hold	19	–	–	﹤0.01%	526
2020 Q2	$8K	Hold	19	–	–	﹤0.01%	566
2020 Q1	$6K	Hold	19	–	–	﹤0.01%	554
2019 Q4	$7K	Hold	19	–	–	﹤0.01%	562
2019 Q3	$6K	Hold	19	–	–	﹤0.01%	541
2019 Q2	$6K	Hold	19	–	–	﹤0.01%	564
2019 Q1	$5K	Hold	19	–	–	﹤0.01%	587
2018 Q4	$4K	Hold	19	–	–	﹤0.01%	561
2018 Q3	$4K	Hold	19	–	–	﹤0.01%	547
2018 Q2	$4K	Buy	+19	New	+$3.44K	﹤0.01%	569

Other funds holding FICO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return