A detailed history of Modera Wealth Management, LLC transactions in Franklin Covey CO stock. As of the latest transaction made, Modera Wealth Management, LLC holds 8,566 shares of FC stock, worth $341,012. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,566
Holding current value
$341,012
% of portfolio
0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$36.88 - $43.71 $315,914 - $374,419
8,566 New
8,566 $352,000
Q2 2023

Aug 07, 2023

BUY
$34.98 - $45.12 $181,756 - $234,443
5,196 New
5,196 $226,000
Q4 2022

Feb 07, 2023

SELL
$45.83 - $52.34 $47,800 - $54,590
-1,043 Reduced 16.72%
5,196 $243,000
Q4 2021

Feb 04, 2022

SELL
$40.9 - $50.32 $28,630 - $35,224
-700 Reduced 10.09%
6,239 $289,000
Q2 2021

Aug 02, 2021

BUY
$29.16 - $33.0 $202,341 - $228,987
6,939 New
6,939 $224,000
Q1 2020

May 12, 2020

SELL
$13.15 - $35.52 $93,535 - $252,653
-7,113 Closed
0 $0
Q4 2019

Feb 05, 2020

SELL
$32.23 - $39.68 $28,297 - $34,839
-878 Reduced 10.99%
7,113 $229,000
Q1 2019

May 13, 2019

BUY
$21.71 - $26.65 $173,484 - $212,960
7,991 New
7,991 $202,000
Q4 2018

Feb 14, 2019

SELL
$20.61 - $24.49 $195,609 - $232,434
-9,491 Closed
0 $0
Q1 2018

May 10, 2018

SELL
$21.65 - $30.45 $322,888 - $454,131
-14,914 Reduced 61.11%
9,491 $255,000
Q4 2017

Feb 05, 2018

SELL
$18.1 - $20.75 $65,630 - $75,239
-3,626 Reduced 12.94%
24,405 $506,000
Q3 2017

Nov 14, 2017

BUY
$17.5 - $20.6 $13,125 - $15,450
750 Added 2.75%
28,031 $569,000
Q2 2017

Aug 10, 2017

BUY
N/A
27,281
27,281 $527,000

Others Institutions Holding FC

About FRANKLIN COVEY CO


  • Ticker FC
  • Exchange NYSE
  • Sector Industrials
  • Industry Consulting Services
  • Shares Outstandng 13,858,100
  • Market Cap $552M
  • Description
  • Franklin Covey Co. provides training and consulting services in the areas of execution, sales performance, productivity, customer loyalty, and educational improvement for organizations and individuals worldwide. The company operates through three segments: Direct Offices, International Licensees, and Education Practice. It also provides a suite ...
More about FC
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