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Liberty Wealth Management’s Fair Isaac FICO Stock Holding History

Liberty 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
2021
Q4 		– Sell
-34
Closed -$14K – 483
2021
Q3 		$14K Buy
34
+27
+386% +$12.8K 0.01% 739
2021
Q2 		$4K Buy
7
+2
+40% +$1.01K ﹤0.01% 829
2021
Q1 		$2K Hold
5
– – ﹤0.01% 808
2020
Q4 		$2K Hold
5
– – ﹤0.01% 805
2020
Q3 		$2K Buy
+5
New +$2.12K ﹤0.01% 759

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's FICO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Fair Isaac (FICO) in Q4 2021, closing a stake of 34 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in FICO in Q3 2020 and held it in 5 quarters. The position peaked at $14K in Q3 2021. 521 funds tracked by Wall St. Rank hold FICO as of Q4 2021.

  • Liberty Wealth Management reported no remaining Fair Isaac position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 34 Fair Isaac shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in Fair Isaac in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Fair Isaac position peaked at $14K in Q3 2021.
  • 521 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.