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Gladius Capital Management’s Franklin Covey FC Stock Holding History

Gladius Capital Management’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
Q4 		– Sell
-742
Closed -$30.5K – 131
2024
Q3 		$30.5K Sell
742
-137
-16% -$5.49K ﹤0.01% 225
2024
Q2 		$33.4K Buy
879
+35
+4% +$1.31K ﹤0.01% 202
2024
Q1 		$33.1K Sell
844
-971
-53% -$38.7K 0.01% 280
2023
Q4 		$79K Sell
1,815
-1,832
-50% -$72.6K 0.01% 156
2023
Q3 		$157K Buy
3,647
+1,508
+71% +$66.9K 0.01% 180
2023
Q2 		$93.4K Buy
+2,139
New +$79.2K ﹤0.01% 171

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Gladius Capital Management's FC Position: Q4 2024 in Review

Gladius Capital Management sold out of Franklin Covey (FC) in Q4 2024, closing a stake of 742 shares — an estimated $30.5K sold.

Gladius Capital Management first reported a position in FC in Q2 2023 and held it in 6 quarters. The position peaked at $157K in Q3 2023. 138 funds tracked by Wall St. Rank hold FC as of Q4 2024.

  • Gladius Capital Management reported no remaining Franklin Covey position as of Q4 2024 after selling out during the quarter.
  • Gladius Capital Management sold 742 Franklin Covey shares in Q4 2024, an estimated $30.5K.
  • Gladius Capital Management first reported a position in Franklin Covey in Q2 2023 and held it in 6 quarters.
  • Gladius Capital Management's Franklin Covey position peaked at $157K in Q3 2023.
  • 138 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2024.

Based on Gladius Capital Management's 13F filing for Q4 2024, filed 31 Jan 2025.