WEC
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Winslow Evans & Crocker’s Fair Isaac FICO Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$23K Hold
45
– – ﹤0.01% 756
2020
Q3 		$19K Hold
45
– – ﹤0.01% 630
2020
Q2 		$19K Buy
45
+19
+73% +$6.93K 0.01% 622
2020
Q1 		$8K Hold
26
– – ﹤0.01% 748
2019
Q4 		$10K Hold
26
– – ﹤0.01% 820
2019
Q3 		$8K Hold
26
– – ﹤0.01% 858
2019
Q2 		$8K Hold
26
– – ﹤0.01% 873
2019
Q1 		$8K Buy
+26
New +$6.11K ﹤0.01% 859

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MCM
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AF Advisors Sacramento, California $181M AUM 30.31% 1-Year Est. Return