Rockefeller Capital Management
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Rockefeller Capital Management’s Franklin Covey FC Stock Holding History

Rockefeller 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
2020
Q4 		– Sell
-113
Closed -$2K – 2892
2020
Q3 		$2K Buy
113
+41
+57% +$787 ﹤0.01% 2406
2020
Q2 		$2K Sell
72
-45
-38% -$912 ﹤0.01% 2314
2020
Q1 		$2K Buy
+117
New +$3.35K ﹤0.01% 2168

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Rockefeller Capital Management's FC Position: Q4 2020 in Review

Rockefeller Capital Management sold out of Franklin Covey (FC) in Q4 2020, closing a stake of 113 shares — an estimated $2K sold.

Rockefeller Capital Management first reported a position in FC in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q3 2020. 76 funds tracked by Wall St. Rank hold FC as of Q4 2020.

  • Rockefeller Capital Management reported no remaining Franklin Covey position as of Q4 2020 after selling out during the quarter.
  • Rockefeller Capital Management sold 113 Franklin Covey shares in Q4 2020, an estimated $2K.
  • Rockefeller Capital Management first reported a position in Franklin Covey in Q1 2020 and held it in 3 quarters.
  • Rockefeller Capital Management's Franklin Covey position peaked at $2K in Q3 2020.
  • 76 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2020.

Based on Rockefeller Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.