Summit Wealth Group’s Fair Isaac FICO Stock Holding History

Summit Wealth Group’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 Q2	–	Sell	-30,216	Closed	–	–	144
2023 Q1	$0	Buy	+30,216	New	+$20.1M	﹤0.01%	193

Other funds holding FICO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group's FICO Position: Q2 2023 in Review

Summit Wealth Group sold out of Fair Isaac (FICO) in Q2 2023, closing a stake of 30,216 shares.

Summit Wealth Group first reported a position in FICO in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 669 funds tracked by Wall St. Rank hold FICO as of Q2 2023.

Summit Wealth Group reported no remaining Fair Isaac position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 30,216 Fair Isaac shares in Q2 2023.
Summit Wealth Group first reported a position in Fair Isaac in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Fair Isaac position peaked at $0 in Q1 2023.
669 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.