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Glassman Wealth Services’s Fair Isaac FICO Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-11
Closed -$12.8K – 775
2023
Q4 		$12.8K Sell
11
-1
-8% -$1.01K ﹤0.01% 816
2023
Q3 		$10.4K Hold
12
– – ﹤0.01% 843
2023
Q2 		$9.71K Buy
12
+2
+20% +$1.5K ﹤0.01% 819
2023
Q1 		$7.03K Hold
10
– – ﹤0.01% 907
2022
Q4 		$5.99K Hold
10
– – ﹤0.01% 977
2022
Q3 		$4K Hold
10
– – ﹤0.01% 1046
2022
Q2 		$4K Sell
10
-2
-17% -$789 ﹤0.01% 1066
2022
Q1 		$6K Buy
12
+6
+100% +$2.83K ﹤0.01% 959
2021
Q4 		$3K Buy
+6
New +$2.38K ﹤0.01% 1094
2020
Q2 		– Sell
-3
Closed -$1K – 1319
2020
Q1 		$1K Sell
3
-1
-25% -$368 ﹤0.01% 869
2019
Q4 		$1K Buy
4
+1
+33% +$336 ﹤0.01% 913
2019
Q3 		$1K Hold
3
– – ﹤0.01% 830
2019
Q2 		$1K Buy
+3
New +$870 ﹤0.01% 839

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AllianceBernstein
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LT
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return