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Cypress Wealth Services’s Copart CPRT Stock Holding History

Cypress Wealth Services’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
Q3 		– Sell
-44,400
Closed -$830K – 257
2019
Q2 		$830K Hold
44,400
– – 0.24% 103
2019
Q1 		$673K Hold
44,400
– – 0.21% 102
2018
Q4 		$530K Hold
44,400
– – 0.21% 104
2018
Q3 		$572K Sell
44,400
-2,000
-4% -$29.9K 0.2% 112
2018
Q2 		$656K Buy
+46,400
New +$629K 0.25% 98

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cypress Wealth Services's CPRT Position: Q3 2019 in Review

Cypress Wealth Services sold out of Copart (CPRT) in Q3 2019, closing a stake of 44,400 shares — an estimated $830K sold.

Cypress Wealth Services first reported a position in CPRT in Q2 2018 and held it in 5 quarters. The position peaked at $830K in Q2 2019. 606 funds tracked by Wall St. Rank hold CPRT as of Q3 2019.

  • Cypress Wealth Services reported no remaining Copart position as of Q3 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 44,400 Copart shares in Q3 2019, an estimated $830K.
  • Cypress Wealth Services first reported a position in Copart in Q2 2018 and held it in 5 quarters.
  • Cypress Wealth Services's Copart position peaked at $830K in Q2 2019.
  • 606 funds tracked by Wall St. Rank held Copart as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.