Amalgamated Financial’s Franklin Covey FC Stock Holding History

Amalgamated 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
2022 Q1	$93K	Buy	+2,051	New	+$95K	﹤0.01%	2175

Other funds holding FC

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

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Amalgamated Financial's FC Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Franklin Covey (FC) in Q1 2022: 2,051 shares worth $93K. The stake represents ﹤0.01% of the portfolio and ranks #2175 among its holdings.

108 funds tracked by Wall St. Rank hold FC as of Q1 2022.

Amalgamated Financial held 2,051 shares of Franklin Covey worth $93K as of Q1 2022.
Franklin Covey was a new Amalgamated Financial position in Q1 2022.
Franklin Covey made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2175 holding.
108 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.