Wealthspire Advisors (Maryland)’s Fair Isaac FICO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-51	Closed	-$14K	–	993
2019 Q1	$14K	Buy	51 +35	+219%	+$8.22K	﹤0.01%	1400
2018 Q4	$3K	Buy	16 +13	+433%	+$2.54K	﹤0.01%	1938
2018 Q3	$1K	Sell	3 -347	-99%	-$75.3K	﹤0.01%	2278
2018 Q2	$68K	Hold	350	–	–	0.01%	863
2018 Q1	$59K	Hold	350	–	–	0.01%	916
2017 Q4	$54K	Sell	350 -200	-36%	-$30.3K	0.01%	971
2017 Q3	$77K	Sell	550 -23	-4%	-$3.22K	0.01%	809
2017 Q2	$80K	Hold	573	–	–	0.01%	775
2017 Q1	$74K	Hold	573	–	–	0.01%	686
2016 Q4	$68K	Hold	573	–	–	0.01%	686
2016 Q3	$71K	Hold	573	–	–	0.01%	678
2016 Q2	$65K	Hold	573	–	–	0.01%	659
2016 Q1	$61K	Hold	573	–	–	0.01%	650
2015 Q4	$54K	Buy	+573	New	+$52.1K	0.01%	694

Other funds holding FICO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

NCA

Newbrook Capital Advisors New York $741M AUM 78.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FICO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Fair Isaac (FICO) in Q2 2019, closing a stake of 51 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in FICO in Q4 2015 and held it in 14 quarters. The position peaked at $80K in Q2 2017. 387 funds tracked by Wall St. Rank hold FICO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Fair Isaac position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 51 Fair Isaac shares in Q2 2019, an estimated $14K.
Wealthspire Advisors (Maryland) first reported a position in Fair Isaac in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Fair Isaac position peaked at $80K in Q2 2017.
387 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.