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Avantax Planning Partners’s Copart CPRT Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-308
Closed -$4K – 481
2018
Q1 		$4K Buy
+308
New +$3.56K ﹤0.01% 1400

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Avantax Planning Partners's CPRT Position: Q2 2018 in Review

Avantax Planning Partners sold out of Copart (CPRT) in Q2 2018, closing a stake of 308 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in CPRT in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 490 funds tracked by Wall St. Rank hold CPRT as of Q2 2018.

  • Avantax Planning Partners reported no remaining Copart position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 308 Copart shares in Q2 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Copart in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Copart position peaked at $4K in Q1 2018.
  • 490 funds tracked by Wall St. Rank held Copart as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.