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Carroll Financial Associates’s Fair Isaac FICO Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-50
Closed -$19K – 1720
2021
Q3 		$19K Sell
50
-5
-9% -$2.38K ﹤0.01% 1008
2021
Q2 		$27K Hold
55
– – ﹤0.01% 994
2021
Q1 		$26K Buy
+55
New +$26.1K ﹤0.01% 943

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's FICO Position: Q4 2021 in Review

Carroll Financial Associates sold out of Fair Isaac (FICO) in Q4 2021, closing a stake of 50 shares — an estimated $19K sold.

Carroll Financial Associates first reported a position in FICO in Q1 2021 and held it in 3 quarters. The position peaked at $27K in Q2 2021. 521 funds tracked by Wall St. Rank hold FICO as of Q4 2021.

  • Carroll Financial Associates reported no remaining Fair Isaac position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 50 Fair Isaac shares in Q4 2021, an estimated $19K.
  • Carroll Financial Associates first reported a position in Fair Isaac in Q1 2021 and held it in 3 quarters.
  • Carroll Financial Associates's Fair Isaac position peaked at $27K in Q2 2021.
  • 521 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.