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WR Wealth Planners’s Fair Isaac FICO Stock Holding History

WR Wealth Planners’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
Q4 		$569K Sell
286
-40
-12% -$85.4K 0.18% 86
2024
Q3 		$634K Sell
326
-182
-36% -$311K 0.18% 89
2024
Q2 		$756K Buy
508
+21
+4% +$27.1K 0.23% 63
2024
Q1 		$609K Buy
487
+34
+8% +$42.5K 0.19% 78
2023
Q4 		$527K Buy
453
+56
+14% +$56.4K 0.2% 95
2023
Q3 		$345K Buy
397
+391
+6,517% +$336K 0.13% 125
2023
Q2 		$4.86K Buy
+6
New +$4.5K ﹤0.01% 683

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WR Wealth Planners's FICO Position: Q4 2024 in Review

WR Wealth Planners reduced its Fair Isaac (FICO) stake by 12% in Q4 2024, selling an estimated $85.4K and leaving 286 shares worth $569K. The position accounts for 0.18% of the portfolio, ranked #86.

WR Wealth Planners first reported a position in FICO in Q2 2023 and has held it in 7 quarters since. The position peaked at $756K in Q2 2024. 1,001 funds tracked by Wall St. Rank hold FICO as of Q4 2024.

  • WR Wealth Planners held 286 shares of Fair Isaac worth $569K as of Q4 2024.
  • WR Wealth Planners sold 40 Fair Isaac shares in Q4 2024, an estimated $85.4K.
  • Fair Isaac made up 0.18% of WR Wealth Planners's portfolio in Q4 2024, its #86 holding.
  • WR Wealth Planners first reported a position in Fair Isaac in Q2 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Fair Isaac position peaked at $756K in Q2 2024.
  • 1,001 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.