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Hancock Whitney’s Franklin Covey FC Stock Holding History

Hancock Whitney’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
2025
Q2 		– Sell
-9,301
Closed -$257K – 768
2025
Q1 		$257K Buy
9,301
+1,078
+13% +$35.7K 0.01% 576
2024
Q4 		$309K Buy
+8,223
New +$316K 0.01% 530
2024
Q2 		– Sell
-6,670
Closed -$262K – 621
2024
Q1 		$262K Buy
6,670
+390
+6% +$15.6K 0.01% 575
2023
Q4 		$273K Sell
6,280
-540
-8% -$21.4K 0.01% 560
2023
Q3 		$293K Sell
6,820
-210
-3% -$9.32K 0.01% 532
2023
Q2 		$307K Sell
7,030
-3,901
-36% -$144K 0.01% 529
2023
Q1 		$421K Sell
10,931
-513
-4% -$23.7K 0.02% 462
2022
Q4 		$535K Sell
11,444
-21
-0.2% -$1.02K 0.02% 417
2022
Q3 		$520K Sell
11,465
-896
-7% -$44.3K 0.02% 408
2022
Q2 		$571K Sell
12,361
-460
-4% -$18.3K 0.02% 402
2022
Q1 		$580K Buy
+12,821
New +$594K 0.02% 429

Other funds holding FC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return