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TriaGen Wealth Management’s Fair Isaac FICO Stock Holding History

TriaGen Wealth Management’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
2022
Q2 		– Sell
-616
Closed -$287K – 172
2022
Q1 		$287K Buy
+616
New +$291K 0.15% 141

Other funds holding FICO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TriaGen Wealth Management's FICO Position: Q2 2022 in Review

TriaGen Wealth Management sold out of Fair Isaac (FICO) in Q2 2022, closing a stake of 616 shares — an estimated $287K sold.

TriaGen Wealth Management first reported a position in FICO in Q1 2022 and held it in 1 quarter. The position peaked at $287K in Q1 2022. 510 funds tracked by Wall St. Rank hold FICO as of Q2 2022.

  • TriaGen Wealth Management reported no remaining Fair Isaac position as of Q2 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 616 Fair Isaac shares in Q2 2022, an estimated $287K.
  • TriaGen Wealth Management first reported a position in Fair Isaac in Q1 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's Fair Isaac position peaked at $287K in Q1 2022.
  • 510 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2022.

Based on TriaGen Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.