Reilly Financial Advisors’s Fair Isaac FICO Stock Holding History

Reilly 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
2021 Q4	$13K	Buy	+29	New	+$11.5K	﹤0.01%	659
2021 Q3	–	Sell	-29	Closed	-$15K	–	956
2021 Q2	$15K	Hold	29	–	–	﹤0.01%	609
2021 Q1	$14K	Buy	29 +25	+625%	+$11.9K	﹤0.01%	619
2020 Q4	$2K	Hold	4	–	–	﹤0.01%	795
2020 Q3	$2K	Hold	4	–	–	﹤0.01%	749
2020 Q2	$2K	Hold	4	–	–	﹤0.01%	810
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	833
2019 Q4	$1K	Hold	4	–	–	﹤0.01%	842
2019 Q3	$1K	Buy	+4	New	+$1.35K	﹤0.01%	854

Other funds holding FICO

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Reilly Financial Advisors's FICO Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Fair Isaac (FICO) in Q4 2021: 29 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in FICO as recently as Q2 2021.

Reilly Financial Advisors first reported a position in FICO in Q3 2019 and has held it in 9 quarters since. The position peaked at $15K in Q2 2021. 521 funds tracked by Wall St. Rank hold FICO as of Q4 2021.

Reilly Financial Advisors held 29 shares of Fair Isaac worth $13K as of Q4 2021.
Fair Isaac was a new Reilly Financial Advisors position in Q4 2021.
Fair Isaac made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #659 holding.
Reilly Financial Advisors first reported a position in Fair Isaac in Q3 2019 and has held it in 9 quarters since.
Reilly Financial Advisors's Fair Isaac position peaked at $15K in Q2 2021.
521 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.