Axa
FC icon

Axa’s Franklin Covey FC Stock Holding History

Axa’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
2025
Q3 		– Sell
-20,932
Closed -$478K – 425
2025
Q2 		$478K Sell
20,932
-1,400
-6% -$31K ﹤0.01% 989
2025
Q1 		$617K Hold
22,332
– – ﹤0.01% 903
2024
Q4 		$839K Hold
22,332
– – ﹤0.01% 886
2024
Q3 		$919K Hold
22,332
– – ﹤0.01% 886
2024
Q2 		$849K Hold
22,332
– – ﹤0.01% 898
2024
Q1 		$877K Hold
22,332
– – ﹤0.01% 860
2023
Q4 		$972K Hold
22,332
– – ﹤0.01% 850
2023
Q3 		$958K Buy
+22,332
New +$991K ﹤0.01% 845
2023
Q2 		– Sell
-17,818
Closed -$685K – 1109
2023
Q1 		$685K Sell
17,818
-2,500
-12% -$115K ﹤0.01% 924
2022
Q4 		$950K Buy
20,318
+13,118
+182% +$640K ﹤0.01% 894
2022
Q3 		$327K Hold
7,200
– – ﹤0.01% 1025
2022
Q2 		$332K Hold
7,200
– – ﹤0.01% 1027
2022
Q1 		$326K Buy
+7,200
New +$334K ﹤0.01% 1097

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return