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TRUE Private Wealth Advisors’s Fair Isaac FICO Stock Holding History

TRUE Private 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
2024
Q3 		– Sell
-387
Closed -$576K – 238
2024
Q2 		$576K Buy
387
+22
+6% +$28.4K 0.07% 141
2024
Q1 		$456K Buy
365
+15
+4% +$18.8K 0.05% 171
2023
Q4 		$407K Buy
+350
New +$352K 0.05% 183
2019
Q3 		– Sell
-11
Closed -$3K – 401
2019
Q2 		$3K Buy
+11
New +$3.19K ﹤0.01% 683
2018
Q4 		– Sell
-72
Closed -$16.5K – 486
2018
Q3 		$16.5K Buy
+72
New +$15.6K ﹤0.01% 646

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TRUE Private Wealth Advisors's FICO Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Fair Isaac (FICO) in Q3 2024, closing a stake of 387 shares — an estimated $576K sold.

TRUE Private Wealth Advisors first reported a position in FICO in Q3 2018 and held it in 5 quarters. The position peaked at $576K in Q2 2024. 922 funds tracked by Wall St. Rank hold FICO as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Fair Isaac position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 387 Fair Isaac shares in Q3 2024, an estimated $576K.
  • TRUE Private Wealth Advisors first reported a position in Fair Isaac in Q3 2018 and held it in 5 quarters.
  • TRUE Private Wealth Advisors's Fair Isaac position peaked at $576K in Q2 2024.
  • 922 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.