Petra Financial Advisors’s Fair Isaac FICO Stock Holding History

Petra Financial 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
2025 Q1	–	Sell	-407	Closed	-$810K	–	129
2024 Q4	$810K	Buy	+407	New	+$869K	0.55%	45

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

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

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

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

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

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

Petra Financial Advisors's FICO Position: Q1 2025 in Review

Petra Financial Advisors sold out of Fair Isaac (FICO) in Q1 2025, closing a stake of 407 shares — an estimated $810K sold.

Petra Financial Advisors first reported a position in FICO in Q4 2024 and held it in 1 quarter. The position peaked at $810K in Q4 2024. 966 funds tracked by Wall St. Rank hold FICO as of Q1 2025.

Petra Financial Advisors reported no remaining Fair Isaac position as of Q1 2025 after selling out during the quarter.
Petra Financial Advisors sold 407 Fair Isaac shares in Q1 2025, an estimated $810K.
Petra Financial Advisors first reported a position in Fair Isaac in Q4 2024 and held it in 1 quarter.
Petra Financial Advisors's Fair Isaac position peaked at $810K in Q4 2024.
966 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2025.

Based on Petra Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.