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Kiely Wealth Advisory Group’s Fair Isaac FICO Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$33.4K Hold
18
– – 0.02% 139
2024
Q3 		$42.2K Hold
18
– – 0.03% 123
2024
Q2 		$30.8K Hold
18
– – 0.02% 130
2024
Q1 		$20.2K Hold
18
– – 0.01% 137
2023
Q4 		$22.4K Buy
+18
New +$18.1K 0.01% 133

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kiely Wealth Advisory Group's FICO Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Fair Isaac (FICO) position steady in Q4 2024 at 18 shares worth $33.4K. The position accounts for 0.02% of the portfolio, ranked #139.

Kiely Wealth Advisory Group first reported a position in FICO in Q4 2023 and has held it in 5 quarters since. The position peaked at $42.2K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold FICO as of Q4 2024.

  • Kiely Wealth Advisory Group held 18 shares of Fair Isaac worth $33.4K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Fair Isaac share count unchanged in Q4 2024.
  • Fair Isaac made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #139 holding.
  • Kiely Wealth Advisory Group first reported a position in Fair Isaac in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Fair Isaac position peaked at $42.2K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.