R Squared’s Franklin Covey FC Stock Holding History

R Squared’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 Q1	–	Sell	-1,510	Closed	-$56.7K	–	691
2024 Q4	$56.7K	Buy	+1,510	New	+$58K	0.06%	448

Other funds holding FC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

R Squared's FC Position: Q1 2025 in Review

R Squared sold out of Franklin Covey (FC) in Q1 2025, closing a stake of 1,510 shares — an estimated $56.7K sold.

R Squared first reported a position in FC in Q4 2024 and held it in 1 quarter. The position peaked at $56.7K in Q4 2024. 131 funds tracked by Wall St. Rank hold FC as of Q1 2025.

R Squared reported no remaining Franklin Covey position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,510 Franklin Covey shares in Q1 2025, an estimated $56.7K.
R Squared first reported a position in Franklin Covey in Q4 2024 and held it in 1 quarter.
R Squared's Franklin Covey position peaked at $56.7K in Q4 2024.
131 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.