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Sutton Wealth Advisors’s Fair Isaac FICO Stock Holding History

Sutton Wealth 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
2023
Q3 		$5.21K Buy
6
+2
+50% +$1.72K ﹤0.01% 581
2023
Q2 		$3.24K Hold
4
– – ﹤0.01% 630
2023
Q1 		$2.81K Sell
4
-2
-33% -$1.33K ﹤0.01% 599
2022
Q4 		$3.59K Hold
6
– – ﹤0.01% 1139
2022
Q3 		$2.47K Hold
6
– – ﹤0.01% 1164
2022
Q2 		$2.4K Buy
6
+2
+50% +$789 ﹤0.01% 1157
2022
Q1 		$1.87K Buy
4
+1
+33% +$472 ﹤0.01% 1214
2021
Q4 		$1.3K Buy
+3
New +$1.19K ﹤0.01% 1264

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
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sutton Wealth Advisors's FICO Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Fair Isaac (FICO) stake by 50% in Q3 2023, buying an estimated $1.72K and bringing the position to 6 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Sutton Wealth Advisors first reported a position in FICO in Q4 2021 and has held it in 8 quarters since. 680 funds tracked by Wall St. Rank hold FICO as of Q3 2023.

  • Sutton Wealth Advisors held 6 shares of Fair Isaac worth $5.21K as of Q3 2023.
  • Sutton Wealth Advisors bought 2 Fair Isaac shares in Q3 2023, an estimated $1.72K.
  • Fair Isaac made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #581 holding.
  • Sutton Wealth Advisors first reported a position in Fair Isaac in Q4 2021 and has held it in 8 quarters since.
  • 680 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.