RAFFA WEALTH MANAGEMENT, LLC’s Fair Isaac FICO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-23	Closed	-$34.2K	–	1117
2024 Q2	$34.2K	Hold	23	–	–	0.01%	232
2024 Q1	$28.7K	Buy	+23	New	+$28.8K	0.01%	243
2022 Q4	–	Sell	-4	Closed	-$1.65K	–	1096
2022 Q3	$1.65K	Hold	4	–	–	﹤0.01%	655
2022 Q2	$1.6K	Hold	4	–	–	﹤0.01%	665
2022 Q1	$1.87K	Hold	4	–	–	﹤0.01%	657
2021 Q4	$1.74K	Hold	4	–	–	﹤0.01%	697
2021 Q3	$1.59K	Hold	4	–	–	﹤0.01%	683
2021 Q2	$2.01K	Hold	4	–	–	﹤0.01%	622
2021 Q1	$1.94K	Hold	4	–	–	﹤0.01%	650
2020 Q4	$2.04K	Hold	4	–	–	﹤0.01%	551
2020 Q3	$1.7K	Hold	4	–	–	﹤0.01%	526
2020 Q2	$1.67K	Sell	4 -1	-20%	-$365	﹤0.01%	518
2020 Q1	$1.54K	Buy	+5	New	+$1.84K	﹤0.01%	477

Other funds holding FICO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FICO Position: Q3 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Fair Isaac (FICO) in Q3 2024, closing a stake of 23 shares — an estimated $34.2K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FICO in Q1 2020 and held it in 13 quarters. The position peaked at $34.2K in Q2 2024. 921 funds tracked by Wall St. Rank hold FICO as of Q3 2024.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Fair Isaac position as of Q3 2024 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 23 Fair Isaac shares in Q3 2024, an estimated $34.2K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Fair Isaac in Q1 2020 and held it in 13 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Fair Isaac position peaked at $34.2K in Q2 2024.
921 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2024, filed 27 Jul 2026.