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Lake Street Private Wealth’s Fair Isaac FICO Stock Holding History

Lake Street Private Wealth’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
2025
Q1 		– Sell
-120
Closed -$239K – 253
2024
Q4 		$239K Sell
120
-8
-6% -$17.1K 0.04% 217
2024
Q3 		$249K Buy
+128
New +$219K 0.04% 224

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lake Street Private Wealth's FICO Position: Q1 2025 in Review

Lake Street Private Wealth sold out of Fair Isaac (FICO) in Q1 2025, closing a stake of 120 shares — an estimated $239K sold.

Lake Street Private Wealth first reported a position in FICO in Q3 2024 and held it in 2 quarters. The position peaked at $249K in Q3 2024. 966 funds tracked by Wall St. Rank hold FICO as of Q1 2025.

  • Lake Street Private Wealth reported no remaining Fair Isaac position as of Q1 2025 after selling out during the quarter.
  • Lake Street Private Wealth sold 120 Fair Isaac shares in Q1 2025, an estimated $239K.
  • Lake Street Private Wealth first reported a position in Fair Isaac in Q3 2024 and held it in 2 quarters.
  • Lake Street Private Wealth's Fair Isaac position peaked at $249K in Q3 2024.
  • 966 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2025.

Based on Lake Street Private Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.