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Heritage Wealth Management (Arizona)’s Fair Isaac FICO Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$374K Sell
251
-29
-10% -$37.5K 0.21% 96
2024
Q1 		$350K Sell
280
-12
-4% -$15K 0.18% 113
2023
Q4 		$340K Buy
+292
New +$294K 0.18% 108
2022
Q4 		$1.28M Buy
2,134
+1,119
+110% +$589K 0.18% 93
2022
Q3 		$418K Buy
1,015
+22
+2% +$9.99K 0.13% 113
2022
Q2 		$398K Buy
993
+64
+7% +$25.2K 0.13% 118
2022
Q1 		$433K Buy
+929
New +$439K 0.12% 137
2021
Q3 		$290K Buy
730
+83
+13% +$39.5K 0.1% 158
2021
Q2 		$325K Buy
647
+105
+19% +$53.1K 0.12% 138
2021
Q1 		$263K Buy
+542
New +$258K 0.15% 117

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State Street
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VFCM
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return