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Gilder Gagnon Howe & Co’s Franklin Covey FC Stock Holding History

Gilder Gagnon Howe & Co’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
2023
Q3 		– Sell
-385
Closed -$16.8K – 277
2023
Q2 		$16.8K Buy
+385
New +$14.3K ﹤0.01% 303
2022
Q1 		– Sell
-376
Closed -$17K – 314
2021
Q4 		$17K Buy
376
+183
+95% +$8.12K ﹤0.01% 367
2021
Q3 		$8K Buy
193
+131
+211% +$5.04K ﹤0.01% 401
2021
Q2 		$2K Buy
+62
New +$1.91K ﹤0.01% 398

Other funds holding FC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gilder Gagnon Howe & Co's FC Position: Q3 2023 in Review

Gilder Gagnon Howe & Co sold out of Franklin Covey (FC) in Q3 2023, closing a stake of 385 shares — an estimated $16.8K sold.

Gilder Gagnon Howe & Co first reported a position in FC in Q2 2021 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 120 funds tracked by Wall St. Rank hold FC as of Q3 2023.

  • Gilder Gagnon Howe & Co reported no remaining Franklin Covey position as of Q3 2023 after selling out during the quarter.
  • Gilder Gagnon Howe & Co sold 385 Franklin Covey shares in Q3 2023, an estimated $16.8K.
  • Gilder Gagnon Howe & Co first reported a position in Franklin Covey in Q2 2021 and held it in 4 quarters.
  • Gilder Gagnon Howe & Co's Franklin Covey position peaked at $17K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2023.

Based on Gilder Gagnon Howe & Co's 13F filing for Q3 2023, filed 14 Nov 2023.