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Western Wealth Management’s Fair Isaac FICO Stock Holding History

Western 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
2025
Q1 		– Sell
-117
Closed -$233K – 686
2024
Q4 		$233K Buy
+117
New +$250K 0.02% 596

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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
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Western Wealth Management's FICO Position: Q1 2025 in Review

Western Wealth Management sold out of Fair Isaac (FICO) in Q1 2025, closing a stake of 117 shares — an estimated $233K sold.

Western Wealth Management first reported a position in FICO in Q4 2024 and held it in 1 quarter. The position peaked at $233K in Q4 2024. 966 funds tracked by Wall St. Rank hold FICO as of Q1 2025.

  • Western Wealth Management reported no remaining Fair Isaac position as of Q1 2025 after selling out during the quarter.
  • Western Wealth Management sold 117 Fair Isaac shares in Q1 2025, an estimated $233K.
  • Western Wealth Management first reported a position in Fair Isaac in Q4 2024 and held it in 1 quarter.
  • Western Wealth Management's Fair Isaac position peaked at $233K in Q4 2024.
  • 966 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.