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Granite Bay Wealth Management’s Fair Isaac FICO Stock Holding History

Granite Bay 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
2024
Q1 		– Sell
-6,300
Closed -$6.34M – 139
2023
Q4 		$6.34M Hold
6,300
– – 0.06% 97
2023
Q3 		$5.41M Buy
+6,300
New +$5.41M 0.05% 108

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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

Granite Bay Wealth Management's FICO Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Fair Isaac (FICO) in Q1 2024, closing a stake of 6,300 shares — an estimated $6.34M sold.

Granite Bay Wealth Management first reported a position in FICO in Q3 2023 and held it in 2 quarters. The position peaked at $6.34M in Q4 2023. 784 funds tracked by Wall St. Rank hold FICO as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Fair Isaac position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 6,300 Fair Isaac shares in Q1 2024, an estimated $6.34M.
  • Granite Bay Wealth Management first reported a position in Fair Isaac in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Fair Isaac position peaked at $6.34M in Q4 2023.
  • 784 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.