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B. Riley Wealth Advisors’s Franklin Covey FC Stock Holding History

B. Riley Wealth Advisors’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 		$16.8M Hold
447,893
– – 0.55% 25
2024
Q3 		$18.2M Sell
447,893
-55
-0% -$2.2K 0.51% 33
2024
Q2 		$17M Buy
+447,948
New +$16.8M 0.43% 36
2021
Q1 		– Sell
-68,326
Closed -$1.52M – 1370
2020
Q4 		$1.52M Buy
+68,326
New +$1.42M 0.08% 243

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's FC Position: Q4 2024 in Review

B. Riley Wealth Advisors held its Franklin Covey (FC) position steady in Q4 2024 at 447,893 shares worth $16.8M. The position accounts for 0.55% of the portfolio, ranked #25.

B. Riley Wealth Advisors first reported a position in FC in Q4 2020 and has held it in 4 quarters since. The position peaked at $18.2M in Q3 2024. 138 funds tracked by Wall St. Rank hold FC as of Q4 2024.

  • B. Riley Wealth Advisors held 447,893 shares of Franklin Covey worth $16.8M as of Q4 2024.
  • B. Riley Wealth Advisors left its Franklin Covey share count unchanged in Q4 2024.
  • Franklin Covey made up 0.55% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #25 holding.
  • B. Riley Wealth Advisors first reported a position in Franklin Covey in Q4 2020 and has held it in 4 quarters since.
  • B. Riley Wealth Advisors's Franklin Covey position peaked at $18.2M in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.