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V Wealth Advisors’s Fair Isaac FICO Stock Holding History

V 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
Q3 		$369K Sell
425
-503
-54% -$432K 0.3% 72
2023
Q2 		$751K Sell
928
-507
-35% -$380K 0.13% 155
2023
Q1 		$1.01M Buy
1,435
+35
+3% +$23.3K 0.19% 118
2022
Q4 		$838K Buy
1,400
+489
+54% +$257K 0.17% 135
2022
Q3 		$375K Buy
+911
New +$414K 0.08% 246

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
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
LT
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 $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

V Wealth Advisors's FICO Position: Q3 2023 in Review

V Wealth Advisors reduced its Fair Isaac (FICO) stake by 54% in Q3 2023, selling an estimated $432K and leaving 425 shares worth $369K. The position accounts for 0.3% of the portfolio, ranked #72.

V Wealth Advisors first reported a position in FICO in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.01M in Q1 2023. 680 funds tracked by Wall St. Rank hold FICO as of Q3 2023.

  • V Wealth Advisors held 425 shares of Fair Isaac worth $369K as of Q3 2023.
  • V Wealth Advisors sold 503 Fair Isaac shares in Q3 2023, an estimated $432K.
  • Fair Isaac made up 0.3% of V Wealth Advisors's portfolio in Q3 2023, its #72 holding.
  • V Wealth Advisors first reported a position in Fair Isaac in Q3 2022 and has held it in 5 quarters since.
  • V Wealth Advisors's Fair Isaac position peaked at $1.01M in Q1 2023.
  • 680 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.