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SignatureFD’s Franklin Covey FC Stock Holding History

SignatureFD’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
-111
Closed -$4.17K – 3355
2024
Q4 		$4.17K Buy
111
+58
+109% +$2.23K ﹤0.01% 2661
2024
Q3 		$2.18K Hold
53
– – ﹤0.01% 2816
2024
Q2 		$2.01K Buy
+53
New +$1.99K ﹤0.01% 2754
2023
Q4 		– Sell
-11
Closed -$472 – 3173
2023
Q3 		$472 Buy
+11
New +$488 ﹤0.01% 3030
2022
Q3 		– Sell
-3
Closed – – 3166
2022
Q2 		$0 Buy
+3
New +$119 ﹤0.01% 3174
2020
Q3 		– Sell
-50
Closed -$1K – 2647
2020
Q2 		$1K Buy
+50
New +$1.01K ﹤0.01% 2295

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

SignatureFD's FC Position: Q1 2025 in Review

SignatureFD sold out of Franklin Covey (FC) in Q1 2025, closing a stake of 111 shares — an estimated $4.17K sold.

SignatureFD first reported a position in FC in Q2 2020 and held it in 6 quarters. The position peaked at $4.17K in Q4 2024. 131 funds tracked by Wall St. Rank hold FC as of Q1 2025.

  • SignatureFD reported no remaining Franklin Covey position as of Q1 2025 after selling out during the quarter.
  • SignatureFD sold 111 Franklin Covey shares in Q1 2025, an estimated $4.17K.
  • SignatureFD first reported a position in Franklin Covey in Q2 2020 and held it in 6 quarters.
  • SignatureFD's Franklin Covey position peaked at $4.17K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2025.

Based on SignatureFD's 13F filing for Q1 2025, filed 2 May 2025.