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Ethos Financial Group’s Fair Isaac FICO Stock Holding History

Ethos Financial Group’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
-228
Closed -$443K – 403
2024
Q3 		$443K Buy
+228
New +$390K 0.07% 149

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T. Rowe Price Associates
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VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ethos Financial Group's FICO Position: Q4 2024 in Review

Ethos Financial Group sold out of Fair Isaac (FICO) in Q4 2024, closing a stake of 228 shares — an estimated $443K sold.

Ethos Financial Group first reported a position in FICO in Q3 2024 and held it in 1 quarter. The position peaked at $443K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold FICO as of Q4 2024.

  • Ethos Financial Group reported no remaining Fair Isaac position as of Q4 2024 after selling out during the quarter.
  • Ethos Financial Group sold 228 Fair Isaac shares in Q4 2024, an estimated $443K.
  • Ethos Financial Group first reported a position in Fair Isaac in Q3 2024 and held it in 1 quarter.
  • Ethos Financial Group's Fair Isaac position peaked at $443K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2024.

Based on Ethos Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.