Safeguard Financial’s Fair Isaac FICO Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-20	Closed	-$16K	–	235
2023 Q2	$16K	Buy	+20	New	+$15K	0.01%	286

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

VFCM

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

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

Safeguard Financial's FICO Position: Q3 2023 in Review

Safeguard Financial sold out of Fair Isaac (FICO) in Q3 2023, closing a stake of 20 shares — an estimated $16K sold.

Safeguard Financial first reported a position in FICO in Q2 2023 and held it in 1 quarter. The position peaked at $16K in Q2 2023. 680 funds tracked by Wall St. Rank hold FICO as of Q3 2023.

Safeguard Financial reported no remaining Fair Isaac position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 20 Fair Isaac shares in Q3 2023, an estimated $16K.
Safeguard Financial first reported a position in Fair Isaac in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Fair Isaac position peaked at $16K in Q2 2023.
680 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.