Current Value of Holding

$20 Million

Shares

936 Thousand

% of Portfolio

0.23%

Average Buy Price

$29.9

Avg closing price
Price range

17 Chuck Royce Franklin Covey Trades

Chuck Royce acquired 936 Thousand Franklin Covey shares worth $20 Million. That's 0.23% of their equity portfolio (134th largest holding). The investor owns 7.25% of the outstanding Franklin Covey stock. The first Franklin Covey trade was made in Q4 2013. Since then Chuck Royce bought shares seven more times and sold shares on nine occasions. The investor's estimated purchase price is $28 Million, resulting in a loss of 29%.

Avg closing price
Price range
Increased shares by 564.6% (+795 Thousand shares) Q1 2025
Avg closing price $33.16
Price range $27.62 - $38.75
Increased shares by 885.5% (+127 Thousand shares) Q4 2024
Avg closing price $38.37
Price range $35.32 - $44.09
Sold 64.4% shares (-25.8 Thousand shares) Q1 2024
Avg closing price $39.87
Price range $37.69 - $42.88
Sold 21.7% shares (-11.1 Thousand shares) Q1 2023
Avg closing price $46.16
Price range $36.24 - $49.14
Increased shares by 27.7% (+11.1 Thousand shares) Q4 2022
Avg closing price $48.78
Price range $45.83 - $52.34
Sold 50.4% shares (-40.8 Thousand shares) Q2 2018
Avg closing price $26.88
Price range $24.40 - $29.40
Sold 30.1% shares (-34.9 Thousand shares) Q1 2017
Avg closing price $17.67
Price range $15.95 - $20.55
Sold 18.0% shares (-25.5 Thousand shares) Q4 2016
Avg closing price $19.51
Price range $17.73 - $22.00
Sold 32.2% shares (-67.1 Thousand shares) Q1 2016
Avg closing price $17.08
Price range $16.18 - $18.09
Sold 10.9% shares (-25.5 Thousand shares) Q3 2015
Avg closing price $17.26
Price range $15.69 - $20.12
Increased shares by 14.8% (+30.1 Thousand shares) Q2 2015
Avg closing price $19.52
Price range $18.40 - $20.69
Sold 33.0% shares (-100 Thousand shares) Q1 2015
Avg closing price $17.99
Price range $17.12 - $19.60
Sold 11.4% shares (-39.2 Thousand shares) Q4 2014
Avg closing price $19.29
Price range $18.50 - $20.20
Increased shares by 63.4% (+133 Thousand shares) Q3 2014
Avg closing price $19.25
Price range $18.44 - $20.20
Increased shares by 3.8% (+7.7 Thousand shares) Q2 2014
Avg closing price $20.85
Price range $19.03 - $22.74
Increased shares by 34.9% (+52.4 Thousand shares) Q1 2014
Avg closing price $20.23
Price range $18.29 - $22.30
New holding (+150 Thousand shares) Q4 2013
Avg closing price $19.47
Price range $18.34 - $20.75

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