IQI
FC icon

Integrated Quantitative Investments’s Franklin Covey FC Stock Holding History

Integrated Quantitative Investments’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
Q1 		– Sell
-6,031
Closed -$227K – 308
2024
Q4 		$227K Buy
+6,031
New +$232K 0.11% 271

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Integrated Quantitative Investments's FC Position: Q1 2025 in Review

Integrated Quantitative Investments sold out of Franklin Covey (FC) in Q1 2025, closing a stake of 6,031 shares — an estimated $227K sold.

Integrated Quantitative Investments first reported a position in FC in Q4 2024 and held it in 1 quarter. The position peaked at $227K in Q4 2024. 131 funds tracked by Wall St. Rank hold FC as of Q1 2025.

  • Integrated Quantitative Investments reported no remaining Franklin Covey position as of Q1 2025 after selling out during the quarter.
  • Integrated Quantitative Investments sold 6,031 Franklin Covey shares in Q1 2025, an estimated $227K.
  • Integrated Quantitative Investments first reported a position in Franklin Covey in Q4 2024 and held it in 1 quarter.
  • Integrated Quantitative Investments's Franklin Covey position peaked at $227K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2025.

Based on Integrated Quantitative Investments's 13F filing for Q1 2025, filed 15 May 2025.