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 $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

TCI Wealth Advisors's FICO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Fair Isaac (FICO) in Q2 2023, closing a stake of 14 shares — an estimated $9.84K sold.

TCI Wealth Advisors first reported a position in FICO in Q4 2018 and held it in 18 quarters. The position peaked at $27K in Q4 2019. 669 funds tracked by Wall St. Rank hold FICO as of Q2 2023.

TCI Wealth Advisors reported no remaining Fair Isaac position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 14 Fair Isaac shares in Q2 2023, an estimated $9.84K.
TCI Wealth Advisors first reported a position in Fair Isaac in Q4 2018 and held it in 18 quarters.
TCI Wealth Advisors's Fair Isaac position peaked at $27K in Q4 2019.
669 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.