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Parallel Advisors’s Franklin Covey FC Stock Holding History

Parallel Advisors’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
2025
Q3 		– Sell
-58
Closed -$1.32K – 3594
2025
Q2 		$1.32K Buy
58
+52
+867% +$1.15K ﹤0.01% 3138
2025
Q1 		$166 Hold
6
– – ﹤0.01% 3407
2024
Q4 		$225 Hold
6
– – ﹤0.01% 3361
2024
Q3 		$247 Buy
+6
New +$240 ﹤0.01% 3271
2024
Q1 		– Sell
-367
Closed -$16K – 3339
2023
Q4 		$16K Buy
367
+204
+125% +$8.08K ﹤0.01% 2074
2023
Q3 		$7K Buy
+163
New +$7.23K ﹤0.01% 2361

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return