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Altshuler Shaham’s Franklin Covey FC Stock Holding History

Altshuler Shaham’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
2024
Q4 		– Sell
-93
Closed -$3.83K – 387
2024
Q3 		$3.83K Buy
+93
New +$3.73K ﹤0.01% 263
2024
Q2 		– Sell
-94
Closed -$3.69K – 318
2024
Q1 		$3.69K Buy
+94
New +$3.75K ﹤0.01% 270

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Altshuler Shaham's FC Position: Q4 2024 in Review

Altshuler Shaham sold out of Franklin Covey (FC) in Q4 2024, closing a stake of 93 shares — an estimated $3.83K sold.

Altshuler Shaham first reported a position in FC in Q1 2024 and held it in 2 quarters. The position peaked at $3.83K in Q3 2024. 138 funds tracked by Wall St. Rank hold FC as of Q4 2024.

  • Altshuler Shaham reported no remaining Franklin Covey position as of Q4 2024 after selling out during the quarter.
  • Altshuler Shaham sold 93 Franklin Covey shares in Q4 2024, an estimated $3.83K.
  • Altshuler Shaham first reported a position in Franklin Covey in Q1 2024 and held it in 2 quarters.
  • Altshuler Shaham's Franklin Covey position peaked at $3.83K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2024.

Based on Altshuler Shaham's 13F filing for Q4 2024, filed 13 Feb 2025.