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Center for Financial Planning’s Fair Isaac FICO Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-4
Closed -$2K – 588
2022
Q3 		$2K Buy
+4
New +$1.82K ﹤0.01% 528

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LT
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Center for Financial Planning's FICO Position: Q4 2022 in Review

Center for Financial Planning sold out of Fair Isaac (FICO) in Q4 2022, closing a stake of 4 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in FICO in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 577 funds tracked by Wall St. Rank hold FICO as of Q4 2022.

  • Center for Financial Planning reported no remaining Fair Isaac position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 4 Fair Isaac shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Fair Isaac in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Fair Isaac position peaked at $2K in Q3 2022.
  • 577 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.