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PEAK6 Investments’s Franklin Covey FC Stock Holding History

PEAK6 Investments’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
Q1 		– Sell
-2,200
Closed -$95.8K – 4222
2023
Q4 		$95.8K Sell
2,200
-6,000
-73% -$238K ﹤0.01% 3566
2023
Q3 		$352K Buy
+8,200
New +$364K ﹤0.01% 2651
2023
Q1 		– Sell
-2,800
Closed -$131K – 4479
2022
Q4 		$131K Sell
2,800
-1,000
-26% -$48.8K ﹤0.01% 3511
2022
Q3 		$172K Buy
+3,800
New +$188K ﹤0.01% 3777
2020
Q3 		– Sell
-6,000
Closed -$128K – 4532
2020
Q2 		$128K Buy
+6,000
New +$122K ﹤0.01% 3686
2019
Q3 		– Sell
-500
Closed -$17K – 3888
2019
Q2 		$17K Buy
+500
New +$14.8K ﹤0.01% 3442

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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PEAK6 Investments's FC Position: Q4 2023 in Review

PEAK6 Investments sold out of Franklin Covey (FC) in Q4 2023, closing a stake of 4,641 shares — an estimated $184K sold.

PEAK6 Investments first reported a position in FC in Q4 2018 and held it in 3 quarters. The position peaked at $373K in Q4 2018. 119 funds tracked by Wall St. Rank hold FC as of Q4 2023.

  • PEAK6 Investments reported no remaining Franklin Covey position as of Q4 2023 after selling out during the quarter.
  • PEAK6 Investments sold 4,641 Franklin Covey shares in Q4 2023, an estimated $184K.
  • PEAK6 Investments first reported a position in Franklin Covey in Q4 2018 and held it in 3 quarters.
  • PEAK6 Investments's Franklin Covey position peaked at $373K in Q4 2018.
  • 119 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.