CWM
FICO icon

Curi Wealth Management’s Fair Isaac FICO Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-25
Closed -$10K – 374
2022
Q2 		$10K Hold
25
– – ﹤0.01% 372
2022
Q1 		$11K Hold
25
– – ﹤0.01% 350
2021
Q4 		$10K Buy
+25
New +$9.93K ﹤0.01% 319
2021
Q1 		– Sell
-25
Closed -$12K – 237
2020
Q4 		$12K Buy
+25
New +$11.6K 0.01% 229

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
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi Wealth Management's FICO Position: Q3 2022 in Review

Curi Wealth Management sold out of Fair Isaac (FICO) in Q3 2022, closing a stake of 25 shares — an estimated $10K sold.

Curi Wealth Management first reported a position in FICO in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q4 2020. 530 funds tracked by Wall St. Rank hold FICO as of Q3 2022.

  • Curi Wealth Management reported no remaining Fair Isaac position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 25 Fair Isaac shares in Q3 2022, an estimated $10K.
  • Curi Wealth Management first reported a position in Fair Isaac in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Fair Isaac position peaked at $12K in Q4 2020.
  • 530 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.