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TFO Wealth Partners’s Fair Isaac FICO Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-1
Closed -$809 – 983
2023
Q3 		$809 Buy
+1
New +$858 ﹤0.01% 329
2022
Q3 		– Sell
-8
Closed -$3K – 264
2022
Q2 		$3K Buy
+8
New +$3.15K ﹤0.01% 263

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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

TFO Wealth Partners's FICO Position: Q4 2023 in Review

TFO Wealth Partners sold out of Fair Isaac (FICO) in Q4 2023, closing a stake of 1 share — an estimated $809 sold.

TFO Wealth Partners first reported a position in FICO in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 744 funds tracked by Wall St. Rank hold FICO as of Q4 2023.

  • TFO Wealth Partners reported no remaining Fair Isaac position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Fair Isaac share in Q4 2023, an estimated $809.
  • TFO Wealth Partners first reported a position in Fair Isaac in Q2 2022 and held it in 2 quarters.
  • TFO Wealth Partners's Fair Isaac position peaked at $3K in Q2 2022.
  • 744 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.