Castleview Partners’s Fair Isaac FICO Stock Holding History

Castleview Partners’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 Q1	–	Sell	-99	Closed	-$59.3K	–	683
2022 Q4	$59.3K	Buy	+99	New	+$52.1K	0.06%	218

Other funds holding FICO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castleview Partners's FICO Position: Q1 2023 in Review

Castleview Partners sold out of Fair Isaac (FICO) in Q1 2023, closing a stake of 99 shares — an estimated $59.3K sold.

Castleview Partners first reported a position in FICO in Q4 2022 and held it in 1 quarter. The position peaked at $59.3K in Q4 2022. 619 funds tracked by Wall St. Rank hold FICO as of Q1 2023.

Castleview Partners reported no remaining Fair Isaac position as of Q1 2023 after selling out during the quarter.
Castleview Partners sold 99 Fair Isaac shares in Q1 2023, an estimated $59.3K.
Castleview Partners first reported a position in Fair Isaac in Q4 2022 and held it in 1 quarter.
Castleview Partners's Fair Isaac position peaked at $59.3K in Q4 2022.
619 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2023.

Based on Castleview Partners's 13F filing for Q1 2023, filed 16 May 2023.