Mutual Advisors’s Fair Isaac FICO Stock Holding History

Mutual Advisors’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
2024 Q4	–	Sell	-122	Closed	-$243K	–	1095
2024 Q3	$243K	Buy	+122	New	+$209K	0.01%	980
2023 Q3	–	Sell	-445	Closed	-$360K	–	1003
2023 Q2	$360K	Buy	+445	New	+$334K	0.01%	739

Other funds holding FICO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mutual Advisors's FICO Position: Q4 2024 in Review

Mutual Advisors sold out of Fair Isaac (FICO) in Q4 2024, closing a stake of 122 shares — an estimated $243K sold.

Mutual Advisors first reported a position in FICO in Q2 2023 and held it in 2 quarters. The position peaked at $360K in Q2 2023. 1,001 funds tracked by Wall St. Rank hold FICO as of Q4 2024.

Mutual Advisors reported no remaining Fair Isaac position as of Q4 2024 after selling out during the quarter.
Mutual Advisors sold 122 Fair Isaac shares in Q4 2024, an estimated $243K.
Mutual Advisors first reported a position in Fair Isaac in Q2 2023 and held it in 2 quarters.
Mutual Advisors's Fair Isaac position peaked at $360K in Q2 2023.
1,001 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2024.

Based on Mutual Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.