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AllSquare Wealth Management’s Copart CPRT Stock Holding History

AllSquare Wealth Management’s Portfolio CPRT Stock Details CPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-480
Closed -$6K – 465
2018
Q4 		$6K Hold
480
– – 0.01% 364
2018
Q3 		$6K Buy
+480
New +$7.17K ﹤0.01% 388

Other funds holding CPRT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

AllSquare Wealth Management's CPRT Position: Q1 2019 in Review

AllSquare Wealth Management sold out of Copart (CPRT) in Q1 2019, closing a stake of 480 shares — an estimated $6K sold.

AllSquare Wealth Management first reported a position in CPRT in Q3 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 535 funds tracked by Wall St. Rank hold CPRT as of Q1 2019.

  • AllSquare Wealth Management reported no remaining Copart position as of Q1 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 480 Copart shares in Q1 2019, an estimated $6K.
  • AllSquare Wealth Management first reported a position in Copart in Q3 2018 and held it in 2 quarters.
  • AllSquare Wealth Management's Copart position peaked at $6K in Q4 2018.
  • 535 funds tracked by Wall St. Rank held Copart as of Q1 2019.

Based on AllSquare Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.