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Doyle Wealth Management’s Copart CPRT Stock Holding History

Doyle 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
Q3 		– Sell
-2,400
Closed -$45K – 305
2019
Q2 		$45K Buy
+2,400
New +$41.2K 0.01% 379
2019
Q1 		– Sell
-2,400
Closed -$29K – 295
2018
Q4 		$29K Buy
+2,400
New +$29.6K ﹤0.01% 459

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

Doyle Wealth Management's CPRT Position: Q3 2019 in Review

Doyle Wealth Management sold out of Copart (CPRT) in Q3 2019, closing a stake of 2,400 shares — an estimated $45K sold.

Doyle Wealth Management first reported a position in CPRT in Q4 2018 and held it in 2 quarters. The position peaked at $45K in Q2 2019. 606 funds tracked by Wall St. Rank hold CPRT as of Q3 2019.

  • Doyle Wealth Management reported no remaining Copart position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 2,400 Copart shares in Q3 2019, an estimated $45K.
  • Doyle Wealth Management first reported a position in Copart in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Copart position peaked at $45K in Q2 2019.
  • 606 funds tracked by Wall St. Rank held Copart as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.