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CSat Investment Advisory’s Fair Isaac FICO Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-103
Closed -$44K – 678
2020
Q3 		$44K Buy
103
+12
+13% +$5.1K ﹤0.01% 683
2020
Q2 		$38K Buy
91
+2
+2% +$730 ﹤0.01% 710
2020
Q1 		$27K Buy
89
+14
+19% +$5.16K 0.01% 674
2019
Q4 		$28K Buy
75
+11
+17% +$3.7K 0.01% 704
2019
Q3 		$19K Buy
64
+8
+14% +$2.71K 0.01% 719
2019
Q2 		$18K Buy
+56
New +$16.2K 0.01% 711

Other funds holding FICO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AF Advisors Sacramento, California $204M AUM 22.06% 1-Year Est. Return

CSat Investment Advisory's FICO Position: Q4 2020 in Review

CSat Investment Advisory sold out of Fair Isaac (FICO) in Q4 2020, closing a stake of 103 shares — an estimated $44K sold.

CSat Investment Advisory first reported a position in FICO in Q2 2019 and held it in 6 quarters. The position peaked at $44K in Q3 2020. 506 funds tracked by Wall St. Rank hold FICO as of Q4 2020.

  • CSat Investment Advisory reported no remaining Fair Isaac position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 103 Fair Isaac shares in Q4 2020, an estimated $44K.
  • CSat Investment Advisory first reported a position in Fair Isaac in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Fair Isaac position peaked at $44K in Q3 2020.
  • 506 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.