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Lindbrook Capital’s Franklin Covey FC Stock Holding History

Lindbrook Capital’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
Q2 		– Sell
-9
Closed -$353 – 2783
2024
Q1 		$353 Buy
+9
New +$359 ﹤0.01% 2551
2022
Q4 		– Sell
-6
Closed – – 2888
2022
Q3 		$0 Buy
+6
New +$297 ﹤0.01% 2707

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lindbrook Capital's FC Position: Q2 2024 in Review

Lindbrook Capital sold out of Franklin Covey (FC) in Q2 2024, closing a stake of 9 shares — an estimated $353 sold.

Lindbrook Capital first reported a position in FC in Q3 2022 and held it in 2 quarters. The position peaked at $353 in Q1 2024. 117 funds tracked by Wall St. Rank hold FC as of Q2 2024.

  • Lindbrook Capital reported no remaining Franklin Covey position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 9 Franklin Covey shares in Q2 2024, an estimated $353.
  • Lindbrook Capital first reported a position in Franklin Covey in Q3 2022 and held it in 2 quarters.
  • Lindbrook Capital's Franklin Covey position peaked at $353 in Q1 2024.
  • 117 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.