CWP
FICO icon

Concord Wealth Partners’s Fair Isaac FICO Stock Holding History

Concord Wealth 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
2025
Q1 		– Sell
-1
Closed -$1.99K – 861
2024
Q4 		$1.99K Hold
1
– – ﹤0.01% 711
2024
Q3 		$1.94K Buy
+1
New +$1.71K ﹤0.01% 749
2023
Q4 		– Sell
-2
Closed -$1.74K – 884
2023
Q3 		$1.74K Hold
2
– – ﹤0.01% 889
2023
Q2 		$1.62K Hold
2
– – ﹤0.01% 901
2023
Q1 		$1.41K Hold
2
– – ﹤0.01% 858
2022
Q4 		$1.2K Buy
+2
New +$1.05K ﹤0.01% 1029
2022
Q3 		– Sell
-2
Closed -$1K – 493
2022
Q2 		$1K Hold
2
– – ﹤0.01% 1128
2022
Q1 		$1K Hold
2
– – ﹤0.01% 1196
2021
Q4 		$1K Hold
2
– – ﹤0.01% 1215
2021
Q3 		$1K Hold
2
– – ﹤0.01% 829
2021
Q2 		$1K Hold
2
– – ﹤0.01% 967
2021
Q1 		$1K Buy
+2
New +$951 ﹤0.01% 911

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Concord Wealth Partners's FICO Position: Q1 2025 in Review

Concord Wealth Partners sold out of Fair Isaac (FICO) in Q1 2025, closing a stake of 1 share — an estimated $1.99K sold.

Concord Wealth Partners first reported a position in FICO in Q1 2021 and held it in 12 quarters. The position peaked at $1.99K in Q4 2024. 968 funds tracked by Wall St. Rank hold FICO as of Q1 2025.

  • Concord Wealth Partners reported no remaining Fair Isaac position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Fair Isaac share in Q1 2025, an estimated $1.99K.
  • Concord Wealth Partners first reported a position in Fair Isaac in Q1 2021 and held it in 12 quarters.
  • Concord Wealth Partners's Fair Isaac position peaked at $1.99K in Q4 2024.
  • 968 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.