AXS Investments’s Franklin Covey FC Stock Holding History

AXS Investments’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
2023 Q1	–	Sell	-1,785	Closed	-$83.5K	–	390
2022 Q4	$83.5K	Buy	+1,785	New	+$87.1K	0.03%	242

Other funds holding FC

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

AXS Investments's FC Position: Q1 2023 in Review

AXS Investments sold out of Franklin Covey (FC) in Q1 2023, closing a stake of 1,785 shares — an estimated $83.5K sold.

AXS Investments first reported a position in FC in Q4 2022 and held it in 1 quarter. The position peaked at $83.5K in Q4 2022. 122 funds tracked by Wall St. Rank hold FC as of Q1 2023.

AXS Investments reported no remaining Franklin Covey position as of Q1 2023 after selling out during the quarter.
AXS Investments sold 1,785 Franklin Covey shares in Q1 2023, an estimated $83.5K.
AXS Investments first reported a position in Franklin Covey in Q4 2022 and held it in 1 quarter.
AXS Investments's Franklin Covey position peaked at $83.5K in Q4 2022.
122 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2023.

Based on AXS Investments's 13F filing for Q1 2023, filed 12 May 2023.