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Alta Fox Capital Management’s Franklin Covey FC Stock Holding History

Alta Fox Capital Management’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
2022
Q3 		– Sell
-175,558
Closed -$8.11M – 18
2022
Q2 		$8.11M Buy
+175,558
New +$6.98M 1.7% 11

Other funds holding FC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alta Fox Capital Management's FC Position: Q3 2022 in Review

Alta Fox Capital Management sold out of Franklin Covey (FC) in Q3 2022, closing a stake of 175,558 shares — an estimated $8.11M sold.

Alta Fox Capital Management first reported a position in FC in Q2 2022 and held it in 1 quarter. The position peaked at $8.11M in Q2 2022. 133 funds tracked by Wall St. Rank hold FC as of Q3 2022.

  • Alta Fox Capital Management reported no remaining Franklin Covey position as of Q3 2022 after selling out during the quarter.
  • Alta Fox Capital Management sold 175,558 Franklin Covey shares in Q3 2022, an estimated $8.11M.
  • Alta Fox Capital Management first reported a position in Franklin Covey in Q2 2022 and held it in 1 quarter.
  • Alta Fox Capital Management's Franklin Covey position peaked at $8.11M in Q2 2022.
  • 133 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2022.

Based on Alta Fox Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.