Bank of Nova Scotia
FC icon

Bank of Nova Scotia’s Franklin Covey FC Stock Holding History

Bank of Nova Scotia’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
Q2 		– Sell
-13,291
Closed -$511K – 1062
2023
Q1 		$511K Buy
+13,291
New +$614K ﹤0.01% 833

Other funds holding FC

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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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Bank of Nova Scotia's FC Position: Q2 2023 in Review

Bank of Nova Scotia sold out of Franklin Covey (FC) in Q2 2023, closing a stake of 13,291 shares — an estimated $511K sold.

Bank of Nova Scotia first reported a position in FC in Q1 2023 and held it in 1 quarter. The position peaked at $511K in Q1 2023. 115 funds tracked by Wall St. Rank hold FC as of Q2 2023.

  • Bank of Nova Scotia reported no remaining Franklin Covey position as of Q2 2023 after selling out during the quarter.
  • Bank of Nova Scotia sold 13,291 Franklin Covey shares in Q2 2023, an estimated $511K.
  • Bank of Nova Scotia first reported a position in Franklin Covey in Q1 2023 and held it in 1 quarter.
  • Bank of Nova Scotia's Franklin Covey position peaked at $511K in Q1 2023.
  • 115 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2023.

Based on Bank of Nova Scotia's 13F filing for Q2 2023, filed 3 Aug 2023.