CIBC Private Wealth Group
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CIBC Private Wealth Group’s Franklin Covey FC Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-4,600
Closed -$90.7K – 3154
2025
Q1 		$90.7K Hold
4,600
– – ﹤0.01% 1399
2024
Q4 		$162K Hold
4,600
– – ﹤0.01% 1240
2024
Q3 		$189K Hold
4,600
– – ﹤0.01% 1214
2024
Q2 		$179K Sell
4,600
-4,242
-48% -$159K ﹤0.01% 1148
2024
Q1 		$332K Hold
8,842
– – ﹤0.01% 940
2023
Q4 		$385K Hold
8,842
– – ﹤0.01% 860
2023
Q3 		$379K Buy
+8,842
New +$392K ﹤0.01% 823
2021
Q4 		– Sell
-18,128
Closed -$739K – 1020
2021
Q3 		$739K Hold
18,128
– – ﹤0.01% 666
2021
Q2 		$586K Buy
18,128
+3,834
+27% +$118K ﹤0.01% 773
2021
Q1 		$404K Hold
14,294
– – ﹤0.01% 850
2020
Q4 		$318K Sell
14,294
-14,294
-50% -$297K ﹤0.01% 861
2020
Q3 		$700K Buy
+28,588
New +$549K ﹤0.01% 627

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PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RHJA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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