MWM
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Minot Wealth Management’s Fair Isaac FICO Stock Holding History

Minot 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 		$937K Hold
2,337
– – 0.24% 78
2022
Q1 		$1.09M Hold
2,337
– – 0.23% 81
2021
Q4 		$1.01M Hold
2,337
– – 0.2% 92
2021
Q3 		$930K Hold
2,337
– – 0.2% 93
2021
Q2 		$1.21M Hold
2,337
– – 0.26% 79
2021
Q1 		$1.14M Sell
2,337
-200
-8% -$95.1K 0.29% 83
2020
Q4 		$1.3M Buy
2,537
+5
+0.2% +$2.33K 0.39% 66
2020
Q3 		$1.08M Hold
2,532
– – 0.41% 68
2020
Q2 		$1.06M Buy
2,532
+15
+0.6% +$5.47K 0.53% 62
2020
Q1 		$774K Sell
2,517
-385
-13% -$142K 0.55% 57
2019
Q4 		$1.19M Buy
+2,902
New +$977K 0.54% 59

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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
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
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Minot Wealth Management's FICO Position: Q2 2022 in Review

Minot Wealth Management held its Fair Isaac (FICO) position steady in Q2 2022 at 2,337 shares worth $937K. The position accounts for 0.24% of the portfolio, ranked #78.

Minot Wealth Management first reported a position in FICO in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2020. 511 funds tracked by Wall St. Rank hold FICO as of Q2 2022.

  • Minot Wealth Management held 2,337 shares of Fair Isaac worth $937K as of Q2 2022.
  • Minot Wealth Management left its Fair Isaac share count unchanged in Q2 2022.
  • Fair Isaac made up 0.24% of Minot Wealth Management's portfolio in Q2 2022, its #78 holding.
  • Minot Wealth Management first reported a position in Fair Isaac in Q4 2019 and has held it in 11 quarters since.
  • Minot Wealth Management's Fair Isaac position peaked at $1.3M in Q4 2020.
  • 511 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.