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Intercontinental Wealth Advisors’s Fair Isaac FICO Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$303K Sell
375
-215
-36% -$161K 0.07% 258
2023
Q1 		$415K Buy
+590
New +$392K 0.11% 215

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
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

Intercontinental Wealth Advisors's FICO Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Fair Isaac (FICO) stake by 36% in Q2 2023, selling an estimated $161K and leaving 375 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #258.

Intercontinental Wealth Advisors first reported a position in FICO in Q1 2023 and has held it in 2 quarters since. The position peaked at $415K in Q1 2023. 670 funds tracked by Wall St. Rank hold FICO as of Q2 2023.

  • Intercontinental Wealth Advisors held 375 shares of Fair Isaac worth $303K as of Q2 2023.
  • Intercontinental Wealth Advisors sold 215 Fair Isaac shares in Q2 2023, an estimated $161K.
  • Fair Isaac made up 0.07% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #258 holding.
  • Intercontinental Wealth Advisors first reported a position in Fair Isaac in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's Fair Isaac position peaked at $415K in Q1 2023.
  • 670 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.