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Clarus Wealth Advisors’s Fair Isaac FICO Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-100
Closed -$31K – 278
2019
Q2 		$31K Hold
100
– – 0.02% 320
2019
Q1 		$27K Hold
100
– – 0.02% 377
2018
Q4 		$19K Hold
100
– – 0.03% 409
2018
Q3 		$23K Buy
100
+93
+1,329% +$20.2K 0.02% 412
2018
Q2 		$1K Buy
+7
New +$1.27K ﹤0.01% 697

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clarus Wealth Advisors's FICO Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Fair Isaac (FICO) in Q3 2019, closing a stake of 100 shares — an estimated $31K sold.

Clarus Wealth Advisors first reported a position in FICO in Q2 2018 and held it in 5 quarters. The position peaked at $31K in Q2 2019. 381 funds tracked by Wall St. Rank hold FICO as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Fair Isaac position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 100 Fair Isaac shares in Q3 2019, an estimated $31K.
  • Clarus Wealth Advisors first reported a position in Fair Isaac in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Fair Isaac position peaked at $31K in Q2 2019.
  • 381 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.