TCI Wealth Advisors’s Fair Isaac FICO Stock Holding History

TCI 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 Q2	–	Sell	-14	Closed	-$9.84K	–	922
2023 Q1	$9.84K	Hold	14	–	–	﹤0.01%	1098
2022 Q4	$8.38K	Hold	14	–	–	﹤0.01%	1193
2022 Q3	$6K	Buy	14 +1	+8%	+$454	﹤0.01%	1334
2022 Q2	$5K	Hold	13	–	–	﹤0.01%	1476
2022 Q1	$6K	Hold	13	–	–	﹤0.01%	1415
2021 Q4	$6K	Sell	13 -12	-48%	-$4.76K	﹤0.01%	1522
2021 Q3	$10K	Hold	25	–	–	﹤0.01%	1101
2021 Q2	$13K	Buy	25 +2	+9%	+$1.01K	﹤0.01%	788
2021 Q1	$11K	Buy	23 +7	+44%	+$3.33K	0.01%	806
2020 Q4	$8K	Buy	16 +3	+23%	+$1.4K	﹤0.01%	708
2020 Q3	$6K	Hold	13	–	–	﹤0.01%	707
2020 Q2	$5K	Sell	13 -27	-68%	-$9.85K	﹤0.01%	738
2020 Q1	$12K	Sell	40 -31	-44%	-$11.4K	0.01%	533
2019 Q4	$27K	Buy	71 +44	+163%	+$14.8K	0.01%	496
2019 Q3	$8K	Hold	27	–	–	﹤0.01%	687
2019 Q2	$8K	Hold	27	–	–	﹤0.01%	666
2019 Q1	$7K	Hold	27	–	–	﹤0.01%	700
2018 Q4	$5K	Buy	+27	New	+$5.27K	﹤0.01%	758

Other funds holding FICO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Neuberger Berman Group

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

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