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Fuller & Thaler Asset Management’s
Franklin Covey
FC
Stock Holding History
Fuller & Thaler Asset Management’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
2023
Q1
–
Sell
-51,450
Closed
-$2.41M
–
526
2022
Q4
$2.41M
Buy
51,450
+625
+1%
+$30.5K
0.02%
320
2022
Q3
$2.31M
Buy
50,825
+32,225
+173%
+$1.59M
0.02%
319
2022
Q2
$859K
Buy
+18,600
New
+$739K
0.01%
393
Other funds holding FC
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New York
$5.72T AUM
30.48%
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
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
PM
Pembroke Management
Montreal, Quebec, Canada
$691M AUM
27.96%
1-Year Est. Return
RHJA
Rice Hall James & Associates
San Diego, California
$1.8B AUM
36.16%
1-Year Est. Return
BGC
Blue Grotto Capital
Atlanta, Georgia
$868M AUM
56.95%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
BCM
Bares Capital Management
Austin, Texas
$1.08B AUM
38.13%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
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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