Dmitry Balyasny’s Franklin Covey FC Stock Holding History

Dmitry Balyasny’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 Q1	–	Sell	-4,960	Closed	-$216K	–	2769
2023 Q4	$216K	Buy	+4,960	New	+$196K	﹤0.01%	2290

Other funds holding FC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dmitry Balyasny's FC Position: Q1 2024 in Review

Dmitry Balyasny sold out of Franklin Covey (FC) in Q1 2024, closing a stake of 4,960 shares — an estimated $216K sold.

Dmitry Balyasny first reported a position in FC in Q4 2023 and held it in 1 quarter. The position peaked at $216K in Q4 2023. 123 funds tracked by Wall St. Rank hold FC as of Q1 2024.

Dmitry Balyasny reported no remaining Franklin Covey position as of Q1 2024 after selling out during the quarter.
Dmitry Balyasny sold 4,960 Franklin Covey shares in Q1 2024, an estimated $216K.
Dmitry Balyasny first reported a position in Franklin Covey in Q4 2023 and held it in 1 quarter.
Dmitry Balyasny's Franklin Covey position peaked at $216K in Q4 2023.
123 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2024.

Based on Balyasny Asset Management's 13F filing for Q1 2024, filed 13 May 2024.