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First Manhattan’s
Franklin Covey
FC
Stock Holding History
First Manhattan’s Portfolio
FC Stock Details
FC Fund Activity
Bought
Maintained
Sold
Shares
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
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$5.72T AUM
30.48%
1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
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
BCM
Bares Capital Management
Austin, Texas
$1.08B AUM
38.13%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BRWA
B. Riley Wealth Advisors
Boca Raton, Florida
$1.87B AUM
37.01%
1-Year Est. Return
NTCM
Nine Ten Capital Management
Chicago, Illinois
$315M AUM
62.95%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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