KBC Group

KBC Group’s Franklin Covey FC Stock Holding History

KBC Group’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
2022 Q1	–	Sell	-580	Closed	-$27K	–	1277
2021 Q4	$27K	Sell	580 -1,083	-65%	-$48K	﹤0.01%	1275
2021 Q3	$68K	Buy	+1,663	New	+$64K	﹤0.01%	1208
2020 Q3	–	Sell	-14,764	Closed	-$283K	–	1245
2020 Q2	$316K	Buy	14,764 +7,382	+100%	+$150K	﹤0.01%	1105
2020 Q1	$115K	Buy	7,382 +4,918	+200%	+$141K	﹤0.01%	1124
2019 Q4	$79K	Hold	2,464	–	–	﹤0.01%	1380
2019 Q3	$86K	Buy	+2,464	New	+$88.9K	﹤0.01%	1350
2017 Q2	–	Sell	-2,404	Closed	-$49K	–	1294
2017 Q1	$49K	Sell	2,404 -5,353	-69%	-$94.6K	﹤0.01%	1283
2016 Q4	$156K	Buy	7,757 +3,837	+98%	+$74.8K	﹤0.01%	1226
2016 Q3	$70K	Buy	3,920 +1,355	+53%	+$21.9K	﹤0.01%	1245
2016 Q2	$39K	Buy	+2,565	New	+$39.7K	﹤0.01%	1234
2015 Q2	–	Sell	-1,692	Closed	-$33K	–	1396
2015 Q1	$33K	Buy	+1,692	New	+$30.4K	﹤0.01%	1298

Other funds holding FC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return