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Sigma Planning Corp’s Fair Isaac FICO Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-1,865
Closed -$2.33M – 1219
2024
Q1 		$2.33M Buy
+1,865
New +$2.33M 0.07% 268
2022
Q1 		– Sell
-468
Closed -$203K – 1408
2021
Q4 		$203K Buy
+468
New +$186K 0.01% 1274
2019
Q3 		– Sell
-650
Closed -$204K – 1021
2019
Q2 		$204K Buy
+650
New +$189K 0.01% 909
2016
Q2 		– Sell
-5,402
Closed -$573K – 717
2016
Q1 		$573K Buy
+5,402
New +$513K 0.08% 281

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sigma Planning Corp's FICO Position: Q2 2024 in Review

Sigma Planning Corp sold out of Fair Isaac (FICO) in Q2 2024, closing a stake of 1,865 shares — an estimated $2.33M sold.

Sigma Planning Corp first reported a position in FICO in Q1 2016 and held it in 4 quarters. The position peaked at $2.33M in Q1 2024. 827 funds tracked by Wall St. Rank hold FICO as of Q2 2024.

  • Sigma Planning Corp reported no remaining Fair Isaac position as of Q2 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 1,865 Fair Isaac shares in Q2 2024, an estimated $2.33M.
  • Sigma Planning Corp first reported a position in Fair Isaac in Q1 2016 and held it in 4 quarters.
  • Sigma Planning Corp's Fair Isaac position peaked at $2.33M in Q1 2024.
  • 827 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.