Cassady Schiller Wealth Management’s Fair Isaac FICO Stock Holding History

Cassady Schiller 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
2024 Q4	$3.98K	Buy	+2	New	+$4.27K	﹤0.01%	453

Other funds holding FICO

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VFCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cassady Schiller Wealth Management's FICO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Fair Isaac (FICO) in Q4 2024: 2 shares worth $3.98K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings.

1,001 funds tracked by Wall St. Rank hold FICO as of Q4 2024.

Cassady Schiller Wealth Management held 2 shares of Fair Isaac worth $3.98K as of Q4 2024.
Fair Isaac was a new Cassady Schiller Wealth Management position in Q4 2024.
Fair Isaac made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #453 holding.
1,001 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.