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Robertson Stephens Wealth Management’s Fair Isaac FICO Stock Holding History

Robertson Stephens Wealth Management’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
-360
Closed -$700K – 592
2024
Q3 		$700K Buy
+360
New +$616K 0.03% 341

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

Robertson Stephens Wealth Management's FICO Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Fair Isaac (FICO) in Q4 2024, closing a stake of 360 shares — an estimated $700K sold.

Robertson Stephens Wealth Management first reported a position in FICO in Q3 2024 and held it in 1 quarter. The position peaked at $700K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold FICO as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Fair Isaac position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 360 Fair Isaac shares in Q4 2024, an estimated $700K.
  • Robertson Stephens Wealth Management first reported a position in Fair Isaac in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Fair Isaac position peaked at $700K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.