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Halpern Financial’s Fair Isaac FICO Stock Holding History

Halpern Financial’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
Q3 		$1.94K Buy
+1
New +$1.71K ﹤0.01% 202

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Halpern Financial's FICO Position: Q3 2024 in Review

Halpern Financial opened a new position in Fair Isaac (FICO) in Q3 2024: 1 share worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings.

921 funds tracked by Wall St. Rank hold FICO as of Q3 2024.

  • Halpern Financial held 1 share of Fair Isaac worth $1.94K as of Q3 2024.
  • Fair Isaac was a new Halpern Financial position in Q3 2024.
  • Fair Isaac made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #202 holding.
  • 921 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.