AFWA
CPRT icon

Ancora Family Wealth Advisors’s Copart CPRT Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q3 		$410K Buy
61,200
+8,000
+15% +$51K 0.14% 143
2016
Q2 		$326K Buy
53,200
+12,600
+31% +$70.8K 0.12% 143
2016
Q1 		$207K Buy
+40,600
New +$187K 0.08% 168

Other funds holding CPRT

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ancora Family Wealth Advisors's CPRT Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Copart (CPRT) stake by 15% in Q3 2016, buying an estimated $51K and bringing the position to 61,200 shares worth $410K. The position accounts for 0.14% of the portfolio, ranked #143.

Ancora Family Wealth Advisors first reported a position in CPRT in Q1 2016 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold CPRT as of Q3 2016.

  • Ancora Family Wealth Advisors held 61,200 shares of Copart worth $410K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 8,000 Copart shares in Q3 2016, an estimated $51K.
  • Copart made up 0.14% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #143 holding.
  • Ancora Family Wealth Advisors first reported a position in Copart in Q1 2016 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held Copart as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.