Claris Advisors’s Fair Isaac FICO Stock Holding History

Claris 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
2024 Q4	–	Sell	-1	Closed	-$1.94K	–	446
2024 Q3	$1.94K	Buy	+1	New	+$1.71K	﹤0.01%	334

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

Claris Advisors's FICO Position: Q4 2024 in Review

Claris Advisors sold out of Fair Isaac (FICO) in Q4 2024, closing a stake of 1 share — an estimated $1.94K sold.

Claris Advisors first reported a position in FICO in Q3 2024 and held it in 1 quarter. The position peaked at $1.94K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold FICO as of Q4 2024.

Claris Advisors reported no remaining Fair Isaac position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Fair Isaac share in Q4 2024, an estimated $1.94K.
Claris Advisors first reported a position in Fair Isaac in Q3 2024 and held it in 1 quarter.
Claris Advisors's Fair Isaac position peaked at $1.94K in Q3 2024.
1,001 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.