Berman Capital Advisors’s Fair Isaac FICO Stock Holding History

Berman Capital 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
2021 Q3	$3K	Sell	8 -30	-79%	-$14.3K	﹤0.01%	1578
2021 Q2	$19K	Buy	38 +32	+533%	+$16.2K	﹤0.01%	924
2021 Q1	$2K	Sell	6 -10	-63%	-$4.75K	﹤0.01%	1506
2020 Q4	$8K	Buy	16 +7	+78%	+$3.26K	﹤0.01%	995
2020 Q3	$3K	Buy	9 +3	+50%	+$1.27K	﹤0.01%	1189
2020 Q2	$2K	Buy	6 +3	+100%	+$1.09K	﹤0.01%	1269
2020 Q1	$0	Hold	3	–	–	﹤0.01%	1526
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	1320
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1481
2019 Q2	$0	Hold	3	–	–	﹤0.01%	1500
2019 Q1	$0	Buy	+3	New	+$705	﹤0.01%	1373

Other funds holding FICO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VFCM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Berman Capital Advisors's FICO Position: Q3 2021 in Review

Berman Capital Advisors reduced its Fair Isaac (FICO) stake by 79% in Q3 2021, selling an estimated $14.3K and leaving 8 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Berman Capital Advisors first reported a position in FICO in Q1 2019 and has held it in 11 quarters since. The position peaked at $19K in Q2 2021. 505 funds tracked by Wall St. Rank hold FICO as of Q3 2021.

Berman Capital Advisors held 8 shares of Fair Isaac worth $3K as of Q3 2021.
Berman Capital Advisors sold 30 Fair Isaac shares in Q3 2021, an estimated $14.3K.
Fair Isaac made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1578 holding.
Berman Capital Advisors first reported a position in Fair Isaac in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Fair Isaac position peaked at $19K in Q2 2021.
505 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.