Number of Shares
77,514.00
Current Holdings Value*
$142.95 Mil
% of Portfolio
0.36%
Total Estimate Gain
$-22.86 Mil
% of Total Estimate Gain
-15.92%

CAPTRUST FINANCIAL ADVISORS's Fair Isaac Corp Holding Summary

As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 77,514.00 shares of Fair Isaac Corp(FICO), totaling $142.95 Mil. This investment constitutes 0.36% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 0.32% of the outstanding Fair Isaac Corp(FICO) stock.

The initial trade took place in 2018Q2. And since then CAPTRUST FINANCIAL ADVISORS has made 18 purchases of FICO, at an average price of $1,820.98, for a total of 78,874.00 shares. In addition, there have been 9 sales at an average price of $941.64 for 1,360.00 shares. Based on historical transaction data and FICO's current price of $1541.44, CAPTRUST FINANCIAL ADVISORS's estimated gain on his FICO holdings is $-22.86 Mil, reflecting a -15.92% gain to date.

CAPTRUST FINANCIAL ADVISORS FICO ($1541.44) Holding Chart

CAPTRUST FINANCIAL ADVISORS FICO ($1541.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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