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      Current Value of Holding

      $19.2M

      Shares

      995k

      % of Portfolio

      0.18%

      Average Buy Price

      $29.6

      Avg closing price
      Price range

      18 Chuck Royce Franklin Covey Trades

      Chuck Royce acquired 995k Franklin Covey shares worth $19.2M. That's 0.18% of their equity portfolio (173rd largest holding). The investor owns 7.77% of the outstanding Franklin Covey stock. The first Franklin Covey trade was made in Q4 2013. Since then Chuck Royce bought shares eight more times and sold shares on nine occasions. The investor's estimated purchase price is $29.4M, resulting in a loss of 35%.

      Avg closing price
      Price range
      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
      New holding (+150k shares) Q4 2013
      Avg closing price $19.47
      Price range $18.34 - $20.75

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