First Manhattan
FC icon

First Manhattan’s Franklin Covey FC Stock Holding History

First Manhattan’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
Q2 		– Sell
-2,400
Closed -$94.2K – 873
2024
Q1 		$94.2K Hold
2,400
– – ﹤0.01% 781
2023
Q4 		$104K Hold
2,400
– – ﹤0.01% 752
2023
Q3 		$103K Hold
2,400
– – ﹤0.01% 759
2023
Q2 		$105K Hold
2,400
– – ﹤0.01% 760
2023
Q1 		$92.3K Hold
2,400
– – ﹤0.01% 822
2022
Q4 		$112K Hold
2,400
– – ﹤0.01% 813
2022
Q3 		$108K Hold
2,400
– – ﹤0.01% 804
2022
Q2 		$110K Hold
2,400
– – ﹤0.01% 823
2022
Q1 		$108K Hold
2,400
– – ﹤0.01% 866
2021
Q4 		$111K Hold
2,400
– – ﹤0.01% 854
2021
Q3 		$97K Buy
+2,400
New +$92.4K ﹤0.01% 869

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan's FC Position: Q2 2024 in Review

First Manhattan sold out of Franklin Covey (FC) in Q2 2024, closing a stake of 2,400 shares — an estimated $94.2K sold.

First Manhattan first reported a position in FC in Q3 2021 and held it in 11 quarters. The position peaked at $112K in Q4 2022. 117 funds tracked by Wall St. Rank hold FC as of Q2 2024.

  • First Manhattan reported no remaining Franklin Covey position as of Q2 2024 after selling out during the quarter.
  • First Manhattan sold 2,400 Franklin Covey shares in Q2 2024, an estimated $94.2K.
  • First Manhattan first reported a position in Franklin Covey in Q3 2021 and held it in 11 quarters.
  • First Manhattan's Franklin Covey position peaked at $112K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.