Current Value of Holding

$1.26M

Shares

72.3k

% of Portfolio

0.00%

Average Buy Price

$30.6

Avg closing price
Price range

53 Jim Simons Franklin Covey Trades

Jim Simons's position in Franklin Covey is currently worth $1.26M. That's 0.00% of their equity portfolio (2063rd largest holding). The first Franklin Covey trade was made in Q2 2013. Since then Jim Simons bought shares 26 more times and sold shares on 26 occasions. The investor's estimated purchase price is $2.21M, resulting in a loss of 43%.

Avg closing price
Price range
Sold 16.2% shares (-14k shares) Q2 2026
Avg closing price $22.86
Price range $16.15 - $25.55
Sold 26.4% shares (-30.9k shares) Q1 2026
Avg closing price $17.52
Price range $11.54 - $21.06
Sold 11.4% shares (-15.1k shares) Q4 2025
Avg closing price $16.73
Price range $14.20 - $19.55
Sold 10.1% shares (-14.8k shares) Q3 2025
Avg closing price $19.82
Price range $18.40 - $24.17
Sold 0.7% shares (-1.1k shares) Q2 2025
Avg closing price $22.09
Price range $19.64 - $28.00
Increased shares by 0.9% (+1.3k shares) Q1 2025
Avg closing price $33.16
Price range $27.62 - $38.75
Increased shares by 7.2% (+9.9k shares) Q4 2024
Avg closing price $38.37
Price range $35.32 - $44.09
Increased shares by 0.3% (+400 shares) Q3 2024
Avg closing price $40.06
Price range $36.88 - $43.71
Sold 5.7% shares (-8.3k shares) Q2 2024
Avg closing price $37.57
Price range $33.93 - $40.46
Sold 16.0% shares (-27.6k shares) Q1 2024
Avg closing price $39.87
Price range $37.69 - $42.88
Sold 20.1% shares (-43.5k shares) Q4 2023
Avg closing price $39.61
Price range $34.95 - $43.53
Increased shares by 28.6% (+48.1k shares) Q3 2023
Avg closing price $44.37
Price range $40.88 - $48.36
Increased shares by 14.8% (+21.6k shares) Q2 2023
Avg closing price $37.02
Price range $34.98 - $45.12
Sold 24.9% shares (-48.5k shares) Q1 2023
Avg closing price $46.16
Price range $36.24 - $49.14
Sold 14.1% shares (-32.1k shares) Q4 2022
Avg closing price $48.78
Price range $45.83 - $52.34
Increased shares by 40.9% (+65.9k shares) Q3 2022
Avg closing price $49.49
Price range $43.31 - $53.83
Sold 2.8% shares (-4.6k shares) Q2 2022
Avg closing price $39.75
Price range $34.78 - $47.16
Sold 0.1% shares (-100 shares) Q1 2022
Avg closing price $46.32
Price range $42.18 - $51.25
Increased shares by 19.8% (+27.4k shares) Q4 2021
Avg closing price $44.35
Price range $40.90 - $50.32
Increased shares by 44.8% (+42.8k shares) Q3 2021
Avg closing price $38.50
Price range $34.29 - $43.47

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