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

Modera 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
Q1 		– Sell
-511
Closed -$222K – 440
2021
Q4 		$222K Buy
+511
New +$203K 0.01% 530

Other funds holding FICO

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BlackRock New York $5.72T AUM 30.48% 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 $3.38B AUM 15.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Modera Wealth Management's FICO Position: Q1 2022 in Review

Modera Wealth Management sold out of Fair Isaac (FICO) in Q1 2022, closing a stake of 511 shares — an estimated $222K sold.

Modera Wealth Management first reported a position in FICO in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 549 funds tracked by Wall St. Rank hold FICO as of Q1 2022.

  • Modera Wealth Management reported no remaining Fair Isaac position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 511 Fair Isaac shares in Q1 2022, an estimated $222K.
  • Modera Wealth Management first reported a position in Fair Isaac in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Fair Isaac position peaked at $222K in Q4 2021.
  • 549 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.