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Guardian Wealth Advisors (North Carolina)’s Fair Isaac FICO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2023
Q1 		– Sell
-355
Closed -$212K – 414
2022
Q4 		$212K Buy
+355
New +$187K 0.04% 191

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FICO Position: Q1 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Fair Isaac (FICO) in Q1 2023, closing a stake of 355 shares — an estimated $212K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FICO in Q4 2022 and held it in 1 quarter. The position peaked at $212K in Q4 2022. 618 funds tracked by Wall St. Rank hold FICO as of Q1 2023.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Fair Isaac position as of Q1 2023 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 355 Fair Isaac shares in Q1 2023, an estimated $212K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Fair Isaac in Q4 2022 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Fair Isaac position peaked at $212K in Q4 2022.
  • 618 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2023, filed 15 May 2023.