EW
FC icon

Evoke Wealth’s Franklin Covey FC Stock Holding History

Evoke Wealth’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
2020
Q1 		– Sell
-163
Closed -$5.25K – 1212
2019
Q4 		$5.25K Buy
163
+5
+3% +$181 ﹤0.01% 897
2019
Q3 		$5.53K Buy
+158
New +$5.7K ﹤0.01% 976

Other funds holding FC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth's FC Position: Q1 2020 in Review

Evoke Wealth sold out of Franklin Covey (FC) in Q1 2020, closing a stake of 163 shares — an estimated $5.25K sold.

Evoke Wealth first reported a position in FC in Q3 2019 and held it in 2 quarters. The position peaked at $5.53K in Q3 2019. 86 funds tracked by Wall St. Rank hold FC as of Q1 2020.

  • Evoke Wealth reported no remaining Franklin Covey position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 163 Franklin Covey shares in Q1 2020, an estimated $5.25K.
  • Evoke Wealth first reported a position in Franklin Covey in Q3 2019 and held it in 2 quarters.
  • Evoke Wealth's Franklin Covey position peaked at $5.53K in Q3 2019.
  • 86 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.