Canada Life
FC icon

Canada Life’s Franklin Covey FC Stock Holding History

Canada Life’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
Q1 		– Sell
-11,031
Closed -$414K – 2003
2024
Q4 		$414K Hold
11,031
– – ﹤0.01% 1671
2024
Q3 		$455K Hold
11,031
– – ﹤0.01% 1691
2024
Q2 		$419K Hold
11,031
– – ﹤0.01% 1712
2024
Q1 		$432K Hold
11,031
– – ﹤0.01% 1717
2023
Q4 		$478K Buy
11,031
+1,798
+19% +$71.2K ﹤0.01% 1711
2023
Q3 		$395K Buy
9,233
+8,759
+1,848% +$389K ﹤0.01% 1736
2023
Q2 		$21K Hold
474
– – ﹤0.01% 2135
2023
Q1 		$18K Sell
474
-3,634
-88% -$168K ﹤0.01% 2232
2022
Q4 		$193K Buy
4,108
+1,497
+57% +$73K ﹤0.01% 1894
2022
Q3 		$118K Buy
2,611
+2,137
+451% +$106K ﹤0.01% 1958
2022
Q2 		$22K Buy
+474
New +$18.8K ﹤0.01% 2241
2020
Q4 		– Sell
-665
Closed -$12K – 2634
2020
Q3 		$12K Hold
665
– – ﹤0.01% 2512
2020
Q2 		$14K Hold
665
– – ﹤0.01% 2545
2020
Q1 		$11K Hold
665
– – ﹤0.01% 2491
2019
Q4 		$21K Buy
+665
New +$24.1K ﹤0.01% 2484

Other funds holding FC

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return