Marcum Wealth’s Fair Isaac FICO Stock Holding History

Marcum 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
2021 Q1	–	Sell	-1,000	Closed	-$511K	–	342
2020 Q4	$511K	Buy	+1,000	New	+$465K	0.12%	66

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

VFCM

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Marcum Wealth's FICO Position: Q1 2021 in Review

Marcum Wealth sold out of Fair Isaac (FICO) in Q1 2021, closing a stake of 1,000 shares — an estimated $511K sold.

Marcum Wealth first reported a position in FICO in Q4 2020 and held it in 1 quarter. The position peaked at $511K in Q4 2020. 486 funds tracked by Wall St. Rank hold FICO as of Q1 2021.

Marcum Wealth reported no remaining Fair Isaac position as of Q1 2021 after selling out during the quarter.
Marcum Wealth sold 1,000 Fair Isaac shares in Q1 2021, an estimated $511K.
Marcum Wealth first reported a position in Fair Isaac in Q4 2020 and held it in 1 quarter.
Marcum Wealth's Fair Isaac position peaked at $511K in Q4 2020.
486 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2021.

Based on Marcum Wealth's 13F filing for Q1 2021, filed 11 May 2021.