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Advisornet Financial’s Franklin Covey FC Stock Holding History

Advisornet Financial’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-500
Closed -$18K – 1895
2019
Q3 		$18K Buy
+500
New +$18K ﹤0.01% 1208

Other funds holding FC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
YU
Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Advisornet Financial's FC Position: Q4 2019 in Review

Advisornet Financial sold out of Franklin Covey (FC) in Q4 2019, closing a stake of 500 shares — an estimated $18K sold.

Advisornet Financial first reported a position in FC in Q3 2019 and held it in 1 quarter. The position peaked at $18K in Q3 2019. 105 funds tracked by Wall St. Rank hold FC as of Q4 2019.

  • Advisornet Financial reported no remaining Franklin Covey position as of Q4 2019 after selling out during the quarter.
  • Advisornet Financial sold 500 Franklin Covey shares in Q4 2019, an estimated $18K.
  • Advisornet Financial first reported a position in Franklin Covey in Q3 2019 and held it in 1 quarter.
  • Advisornet Financial's Franklin Covey position peaked at $18K in Q3 2019.
  • 105 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2019.

Based on Advisornet Financial's 13F filing for Q4 2019, filed 12 Feb 2020.