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Concert Wealth Management’s Copart CPRT Stock Holding History

Concert 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
2014
Q4 		– Sell
-48,253,896
Closed -$189M – 637
2014
Q3 		$189M Sell
48,253,896
-392
-0% -$1.67K 25.46% 1
2014
Q2 		$217M Hold
48,254,288
– – 26.59% 1
2014
Q1 		$217M Buy
48,254,288
+3,232
+0% +$14.3K 27.05% 1
2013
Q4 		$221M Hold
48,251,056
– – 28.21% 1
2013
Q3 		$192M Hold
48,251,056
– – 27.18% 1
2013
Q2 		$186M Buy
+48,251,056
New +$205M 27.79% 1

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Concert Wealth Management's CPRT Position: Q4 2014 in Review

Concert Wealth Management sold out of Copart (CPRT) in Q4 2014, closing a stake of 48,253,896 shares — an estimated $189M sold.

Concert Wealth Management first reported a position in CPRT in Q2 2013 and held it in 6 quarters. The position peaked at $221M in Q4 2013. 262 funds tracked by Wall St. Rank hold CPRT as of Q4 2014.

  • Concert Wealth Management reported no remaining Copart position as of Q4 2014 after selling out during the quarter.
  • Concert Wealth Management sold 48,253,896 Copart shares in Q4 2014, an estimated $189M.
  • Concert Wealth Management first reported a position in Copart in Q2 2013 and held it in 6 quarters.
  • Concert Wealth Management's Copart position peaked at $221M in Q4 2013.
  • 262 funds tracked by Wall St. Rank held Copart as of Q4 2014.

Based on Concert Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.