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Prelude Capital Management’s Franklin Covey FC Stock Holding History

Prelude Capital Management’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
2018
Q4 		– Sell
-13,700
Closed -$324K – 1889
2018
Q3 		$324K Buy
13,700
+6,600
+93% +$165K 0.02% 649
2018
Q2 		$174K Buy
+7,100
New +$191K 0.01% 781

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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 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

Prelude Capital Management's FC Position: Q3 2022 in Review

Prelude Capital Management sold out of Franklin Covey (FC) in Q3 2022, closing a stake of 5,694 shares — an estimated $263K sold.

Prelude Capital Management first reported a position in FC in Q4 2014 and held it in 7 quarters. The position peaked at $389K in Q3 2018. 133 funds tracked by Wall St. Rank hold FC as of Q3 2022.

  • Prelude Capital Management reported no remaining Franklin Covey position as of Q3 2022 after selling out during the quarter.
  • Prelude Capital Management sold 5,694 Franklin Covey shares in Q3 2022, an estimated $263K.
  • Prelude Capital Management first reported a position in Franklin Covey in Q4 2014 and held it in 7 quarters.
  • Prelude Capital Management's Franklin Covey position peaked at $389K in Q3 2018.
  • 133 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2022.

Based on Prelude Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.