JF
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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 $6.73T AUM 46.02% 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 $2.02B AUM 40.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $84.2B AUM 55.88% 1-Year Est. Return

Jump Financial's FC Position: Q1 2023 in Review

Jump Financial sold out of Franklin Covey (FC) in Q1 2023, closing a stake of 7,200 shares — an estimated $337K sold.

Jump Financial first reported a position in FC in Q4 2021 and held it in 5 quarters. The position peaked at $513K in Q2 2022. 122 funds tracked by Wall St. Rank hold FC as of Q1 2023.

  • Jump Financial reported no remaining Franklin Covey position as of Q1 2023 after selling out during the quarter.
  • Jump Financial sold 7,200 Franklin Covey shares in Q1 2023, an estimated $337K.
  • Jump Financial first reported a position in Franklin Covey in Q4 2021 and held it in 5 quarters.
  • Jump Financial's Franklin Covey position peaked at $513K in Q2 2022.
  • 122 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2023.

Based on Jump Financial's 13F filing for Q1 2023, filed 3 May 2023.