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Regent Peak Wealth Advisors’s Fair Isaac FICO Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-47
Closed -$24K – 435
2020
Q4 		$24K Buy
+47
New +$21.9K 0.01% 422

Other funds holding FICO

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MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's FICO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Fair Isaac (FICO) in Q1 2021, closing a stake of 47 shares — an estimated $24K sold.

Regent Peak Wealth Advisors first reported a position in FICO in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 486 funds tracked by Wall St. Rank hold FICO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Fair Isaac position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 47 Fair Isaac shares in Q1 2021, an estimated $24K.
  • Regent Peak Wealth Advisors first reported a position in Fair Isaac in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Fair Isaac position peaked at $24K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.