EWM
CPRT icon

Executive Wealth Management’s Copart CPRT Stock Holding History

Executive 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
-1,152
Closed -$22K – 264
2019
Q2 		$22K Hold
1,152
– – ﹤0.01% 454
2019
Q1 		$17K Sell
1,152
-36
-3% -$489 ﹤0.01% 443
2018
Q4 		$14K Buy
+1,188
New +$14.7K ﹤0.01% 495

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

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

Executive Wealth Management sold out of Copart (CPRT) in Q3 2019, closing a stake of 1,152 shares — an estimated $22K sold.

Executive Wealth Management first reported a position in CPRT in Q4 2018 and held it in 3 quarters. The position peaked at $22K in Q2 2019. 606 funds tracked by Wall St. Rank hold CPRT as of Q3 2019.

  • Executive Wealth Management reported no remaining Copart position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,152 Copart shares in Q3 2019, an estimated $22K.
  • Executive Wealth Management first reported a position in Copart in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Copart position peaked at $22K in Q2 2019.
  • 606 funds tracked by Wall St. Rank held Copart as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.