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Global Retirement Partners’s Franklin Covey FC Stock Holding History

Global Retirement Partners’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
-13
Closed -$535 – 3695
2024
Q3 		$535 Buy
+13
New +$521 ﹤0.01% 3260

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RHJA
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NTCM
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Geode Capital Management
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Global Retirement Partners's FC Position: Q4 2024 in Review

Global Retirement Partners sold out of Franklin Covey (FC) in Q4 2024, closing a stake of 13 shares — an estimated $535 sold.

Global Retirement Partners first reported a position in FC in Q3 2024 and held it in 1 quarter. The position peaked at $535 in Q3 2024. 138 funds tracked by Wall St. Rank hold FC as of Q4 2024.

  • Global Retirement Partners reported no remaining Franklin Covey position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 13 Franklin Covey shares in Q4 2024, an estimated $535.
  • Global Retirement Partners first reported a position in Franklin Covey in Q3 2024 and held it in 1 quarter.
  • Global Retirement Partners's Franklin Covey position peaked at $535 in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.