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Robeco Institutional Asset Management’s
Franklin Covey
FC
Stock Holding History
Robeco Institutional Asset 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
2024
Q1
–
Sell
-1,226
Closed
-$53.4K
–
973
2023
Q4
$53.4K
Hold
1,226
–
–
﹤0.01%
966
2023
Q3
$52.6K
Hold
1,226
–
–
﹤0.01%
988
2023
Q2
$53.6K
Hold
1,226
–
–
﹤0.01%
1002
2023
Q1
$47.2K
Buy
+1,226
New
+$56.6K
﹤0.01%
1016
2022
Q4
–
Sell
-1,226
Closed
-$56K
–
980
2022
Q3
$56K
Buy
+1,226
New
+$60.7K
﹤0.01%
913
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30.48%
1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
PAIM
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$1.73B AUM
27.65%
1-Year Est. Return
RHJA
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$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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BCM
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Austin, Texas
$1.08B AUM
38.13%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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