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National Wealth Management Group’s Fair Isaac FICO Stock Holding History

National Wealth Management Group’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
-166
Closed -$323K – 159
2024
Q3 		$323K Buy
+166
New +$284K 0.22% 109

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

National Wealth Management Group's FICO Position: Q4 2024 in Review

National Wealth Management Group sold out of Fair Isaac (FICO) in Q4 2024, closing a stake of 166 shares — an estimated $323K sold.

National Wealth Management Group first reported a position in FICO in Q3 2024 and held it in 1 quarter. The position peaked at $323K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold FICO as of Q4 2024.

  • National Wealth Management Group reported no remaining Fair Isaac position as of Q4 2024 after selling out during the quarter.
  • National Wealth Management Group sold 166 Fair Isaac shares in Q4 2024, an estimated $323K.
  • National Wealth Management Group first reported a position in Fair Isaac in Q3 2024 and held it in 1 quarter.
  • National Wealth Management Group's Fair Isaac position peaked at $323K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.