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nVerses Capital’s Franklin Covey FC Stock Holding History

nVerses 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
Q4 		– Sell
-300
Closed -$12.3K – 293
2024
Q3 		$12.3K Hold
300
– – 0.01% 869
2024
Q2 		$11.4K Buy
+300
New +$11.3K 0.01% 881

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

nVerses Capital's FC Position: Q4 2024 in Review

nVerses Capital sold out of Franklin Covey (FC) in Q4 2024, closing a stake of 300 shares — an estimated $12.3K sold.

nVerses Capital first reported a position in FC in Q2 2024 and held it in 2 quarters. The position peaked at $12.3K in Q3 2024. 138 funds tracked by Wall St. Rank hold FC as of Q4 2024.

  • nVerses Capital reported no remaining Franklin Covey position as of Q4 2024 after selling out during the quarter.
  • nVerses Capital sold 300 Franklin Covey shares in Q4 2024, an estimated $12.3K.
  • nVerses Capital first reported a position in Franklin Covey in Q2 2024 and held it in 2 quarters.
  • nVerses Capital's Franklin Covey position peaked at $12.3K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2024.

Based on nVerses Capital's 13F filing for Q4 2024.