Lake Point Wealth Management’s Fair Isaac FICO Stock Holding History

Lake Point 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
2022 Q2	$6K	Hold	15	–	–	﹤0.01%	210
2022 Q1	$7K	Hold	15	–	–	﹤0.01%	207
2021 Q4	$7K	Hold	15	–	–	﹤0.01%	217
2021 Q3	$6K	Hold	15	–	–	﹤0.01%	221
2021 Q2	$8K	Buy	+15	New	+$7.59K	﹤0.01%	198
2020 Q1	$5K	Hold	15	–	–	﹤0.01%	159
2019 Q4	$6K	Buy	+15	New	+$5.05K	﹤0.01%	333
2019 Q2	$5K	Hold	15	–	–	﹤0.01%	420
2019 Q1	$5K	Hold	15	–	–	﹤0.01%	420
2018 Q4	$3K	Buy	+15	New	+$2.93K	﹤0.01%	626

Other funds holding FICO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lake Point Wealth Management's FICO Position: Q2 2022 in Review

Lake Point Wealth Management held its Fair Isaac (FICO) position steady in Q2 2022 at 15 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Lake Point Wealth Management first reported a position in FICO in Q4 2018 and has held it in 10 quarters since. The position peaked at $8K in Q2 2021. 511 funds tracked by Wall St. Rank hold FICO as of Q2 2022.

Lake Point Wealth Management held 15 shares of Fair Isaac worth $6K as of Q2 2022.
Lake Point Wealth Management left its Fair Isaac share count unchanged in Q2 2022.
Fair Isaac made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #210 holding.
Lake Point Wealth Management first reported a position in Fair Isaac in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Fair Isaac position peaked at $8K in Q2 2021.
511 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.