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HRT Financial’s Franklin Covey FC Stock Holding History

HRT Financial’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
-9,453
Closed -$388K – 2639
2024
Q3 		$388K Buy
9,453
+3,031
+47% +$121K ﹤0.01% 1696
2024
Q2 		$244K Buy
+6,422
New +$241K ﹤0.01% 1582
2024
Q1 		– Sell
-19,386
Closed -$843K – 2542
2023
Q4 		$843K Buy
19,386
+7,046
+57% +$279K 0.01% 1075
2023
Q3 		$529K Sell
12,340
-19,949
-62% -$885K 0.01% 1380
2023
Q2 		$1.41M Buy
+32,289
New +$1.2M 0.01% 752
2022
Q3 		– Sell
-7,680
Closed -$354K – 3011
2022
Q2 		$354K Buy
+7,680
New +$305K ﹤0.01% 1904
2021
Q3 		– Sell
-9,937
Closed -$321K – 3420
2021
Q2 		$321K Buy
+9,937
New +$306K ﹤0.01% 2100

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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 $481B AUM 30.42% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return