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SYSTM Wealth Solutions’s Fair Isaac FICO Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-571
Closed -$850K – 287
2024
Q2 		$850K Sell
571
-42
-7% -$54.3K 0.19% 120
2024
Q1 		$766K Sell
613
-577
-48% -$722K 0.1% 235
2023
Q4 		$1.39M Buy
1,190
+446
+60% +$449K 0.19% 148
2023
Q3 		$646K Buy
744
+496
+200% +$426K 0.1% 242
2023
Q2 		$201K Buy
+248
New +$186K 0.03% 465

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SYSTM Wealth Solutions's FICO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Fair Isaac (FICO) in Q3 2024, closing a stake of 571 shares — an estimated $850K sold.

SYSTM Wealth Solutions first reported a position in FICO in Q2 2023 and held it in 5 quarters. The position peaked at $1.39M in Q4 2023. 921 funds tracked by Wall St. Rank hold FICO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Fair Isaac position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 571 Fair Isaac shares in Q3 2024, an estimated $850K.
  • SYSTM Wealth Solutions first reported a position in Fair Isaac in Q2 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Fair Isaac position peaked at $1.39M in Q4 2023.
  • 921 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.