Current Value of Holding

$25M

Shares

1.04M

% of Portfolio

0.22%

Average Buy Price

$25.9

Avg closing price
Price range

21 Chuck Royce Franklin Covey Trades

Chuck Royce acquired 1.04M Franklin Covey shares worth $25M. That's 0.22% of their equity portfolio (139th largest holding). The investor owns 9.33% of the outstanding Franklin Covey stock. The first Franklin Covey trade was made in Q4 2013. Since then Chuck Royce bought shares nine more times and sold shares on eleven occasions. The investor's estimated purchase price is $27M, resulting in a loss of 7.7%.

Avg closing price
Price range
Increased shares by 132.2% (+594k shares) Q1 2026
Avg closing price $17.52
Price range $11.54 - $21.06
Sold 46.4% shares (-389k shares) Q4 2025
Avg closing price $16.73
Price range $14.20 - $19.55
Sold 15.8% shares (-157k shares) Q3 2025
Avg closing price $19.82
Price range $18.40 - $24.17
Increased shares by 6.4% (+59.5k shares) Q2 2025
Avg closing price $22.09
Price range $19.64 - $28.00
Increased shares by 564.6% (+795k shares) Q1 2025
Avg closing price $33.16
Price range $27.62 - $38.75
Increased shares by 885.5% (+127k shares) Q4 2024
Avg closing price $38.37
Price range $35.32 - $44.09
Sold 64.4% shares (-25.8k shares) Q1 2024
Avg closing price $39.87
Price range $37.69 - $42.88
Sold 21.7% shares (-11.1k shares) Q1 2023
Avg closing price $46.16
Price range $36.24 - $49.14
Increased shares by 27.7% (+11.1k shares) Q4 2022
Avg closing price $48.78
Price range $45.83 - $52.34
Sold 50.4% shares (-40.8k shares) Q2 2018
Avg closing price $26.88
Price range $24.40 - $29.40
Sold 30.1% shares (-34.9k shares) Q1 2017
Avg closing price $17.67
Price range $15.95 - $20.55
Sold 18.0% shares (-25.5k shares) Q4 2016
Avg closing price $19.51
Price range $17.73 - $22.00
Sold 32.2% shares (-67.1k shares) Q1 2016
Avg closing price $17.08
Price range $16.18 - $18.09
Sold 10.9% shares (-25.5k shares) Q3 2015
Avg closing price $17.26
Price range $15.69 - $20.12
Increased shares by 14.8% (+30.1k shares) Q2 2015
Avg closing price $19.52
Price range $18.40 - $20.69
Sold 33.0% shares (-100k shares) Q1 2015
Avg closing price $17.99
Price range $17.12 - $19.60
Sold 11.4% shares (-39.2k shares) Q4 2014
Avg closing price $19.29
Price range $18.50 - $20.20
Increased shares by 63.4% (+133k shares) Q3 2014
Avg closing price $19.25
Price range $18.44 - $20.20
Increased shares by 3.8% (+7.7k shares) Q2 2014
Avg closing price $20.85
Price range $19.03 - $22.74
Increased shares by 34.9% (+52.4k shares) Q1 2014
Avg closing price $20.23
Price range $18.29 - $22.30

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