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Kolinsky Wealth Management’s Fair Isaac FICO Stock Holding History

Kolinsky Wealth Management’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 		$231K Sell
116
-44
-28% -$94K 0.14% 149
2024
Q3 		$311K Buy
160
+16
+11% +$27.4K 0.2% 113
2024
Q2 		$214K Buy
+144
New +$186K 0.15% 141

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kolinsky Wealth Management's FICO Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Fair Isaac (FICO) stake by 28% in Q4 2024, selling an estimated $94K and leaving 116 shares worth $231K. The position accounts for 0.14% of the portfolio, ranked #149.

Kolinsky Wealth Management first reported a position in FICO in Q2 2024 and has held it in 3 quarters since. The position peaked at $311K in Q3 2024. 1,004 funds tracked by Wall St. Rank hold FICO as of Q4 2024.

  • Kolinsky Wealth Management held 116 shares of Fair Isaac worth $231K as of Q4 2024.
  • Kolinsky Wealth Management sold 44 Fair Isaac shares in Q4 2024, an estimated $94K.
  • Fair Isaac made up 0.14% of Kolinsky Wealth Management's portfolio in Q4 2024, its #149 holding.
  • Kolinsky Wealth Management first reported a position in Fair Isaac in Q2 2024 and has held it in 3 quarters since.
  • Kolinsky Wealth Management's Fair Isaac position peaked at $311K in Q3 2024.
  • 1,004 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.