JF
FC icon

Jump Financial’s Franklin Covey FC Stock Holding History

Jump 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
2023
Q1 		– Sell
-7,200
Closed -$337K – 1725
2022
Q4 		$337K Sell
7,200
-2,400
-25% -$117K 0.02% 974
2022
Q3 		$436K Sell
9,600
-1,500
-14% -$74.2K 0.02% 951
2022
Q2 		$513K Buy
11,100
+5,176
+87% +$206K 0.02% 846
2022
Q1 		$268K Sell
5,924
-96
-2% -$4.45K 0.01% 1130
2021
Q4 		$279K Buy
+6,020
New +$267K 0.02% 927

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return