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Zurich Cantonal Bank’s
Franklin Covey
FC
Stock Holding History
Zurich Cantonal Bank’s Portfolio
FC Stock Details
FC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-2,142
Closed
-$80.5K
–
2642
2024
Q4
$80.5K
Hold
2,142
–
–
﹤0.01%
2495
2024
Q3
$88.1K
Hold
2,142
–
–
﹤0.01%
2459
2024
Q2
$81.4K
Hold
2,142
–
–
﹤0.01%
2450
2024
Q1
$84.1K
Hold
2,142
–
–
﹤0.01%
2447
2023
Q4
$93.2K
Hold
2,142
–
–
﹤0.01%
2470
2023
Q3
$91.9K
Hold
2,142
–
–
﹤0.01%
2389
2023
Q2
$93.6K
Hold
2,142
–
–
﹤0.01%
2379
2023
Q1
$82.4K
Hold
2,142
–
–
﹤0.01%
2393
2022
Q4
$100K
Hold
2,142
–
–
﹤0.01%
2267
2022
Q3
$97K
Buy
+2,142
New
+$106K
﹤0.01%
2242
2020
Q4
–
Sell
-600
Closed
-$11K
–
2618
2020
Q3
$11K
Hold
600
–
–
﹤0.01%
2541
2020
Q2
$13K
Hold
600
–
–
﹤0.01%
2501
2020
Q1
$9K
Buy
+600
New
+$17.2K
﹤0.01%
2496
Other funds holding FC
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$5.72T AUM
30.48%
1-Year Est. Return
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$10.1B AUM
42.88%
1-Year Est. Return
Vanguard Group
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$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
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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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