YorkBridge Wealth Partners’s Fair Isaac FICO Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$599K	Hold	1,000	–	–	0.15%	115
2022 Q3	$412K	Hold	1,000	–	–	0.11%	134
2022 Q2	$401K	Hold	1,000	–	–	0.1%	151
2022 Q1	$466K	Hold	1,000	–	–	0.1%	149
2021 Q4	$434K	Hold	1,000	–	–	0.1%	170
2021 Q3	$398K	Hold	1,000	–	–	0.1%	162
2021 Q2	$503K	Hold	1,000	–	–	0.13%	124
2021 Q1	$486K	Hold	1,000	–	–	0.14%	120
2020 Q4	$511K	Hold	1,000	–	–	0.17%	103
2020 Q3	$425K	Hold	1,000	–	–	0.18%	101
2020 Q2	$418K	Hold	1,000	–	–	0.19%	98
2020 Q1	$308K	Hold	1,000	–	–	0.19%	114
2019 Q4	$375K	Hold	1,000	–	–	0.17%	125
2019 Q3	$304K	Hold	1,000	–	–	0.15%	136
2019 Q2	$314K	Hold	1,000	–	–	0.14%	137
2019 Q1	$272K	Hold	1,000	–	–	0.13%	143
2018 Q4	$187K	Hold	1,000	–	–	0.1%	155
2018 Q3	$227K	Hold	1,000	–	–	0.1%	159
2018 Q2	$193K	Hold	1,000	–	–	0.08%	177
2018 Q1	$171K	Hold	1,000	–	–	0.08%	195
2017 Q4	$164K	Hold	1,000	–	–	0.08%	201
2017 Q3	$141K	Hold	1,000	–	–	0.07%	214
2017 Q2	$138K	Buy	+1,000	New	+$134K	0.07%	209

Other funds holding FICO

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

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

VFCM

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

YorkBridge Wealth Partners's FICO Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Fair Isaac (FICO) position steady in Q4 2022 at 1,000 shares worth $599K. The position accounts for 0.15% of the portfolio, ranked #115.

YorkBridge Wealth Partners first reported a position in FICO in Q2 2017 and has held it in 23 quarters since. 577 funds tracked by Wall St. Rank hold FICO as of Q4 2022.

YorkBridge Wealth Partners held 1,000 shares of Fair Isaac worth $599K as of Q4 2022.
YorkBridge Wealth Partners left its Fair Isaac share count unchanged in Q4 2022.
Fair Isaac made up 0.15% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #115 holding.
YorkBridge Wealth Partners first reported a position in Fair Isaac in Q2 2017 and has held it in 23 quarters since.
577 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.