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Forvis Mazars Wealth Advisors’s Copart CPRT Stock Holding History

Forvis Mazars Wealth Advisors’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
2017
Q2 		– Sell
-37,272
Closed -$289K – 223
2017
Q1 		$289K Buy
+37,272
New +$274K 0.04% 174

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CPRT Position: Q2 2017 in Review

Forvis Mazars Wealth Advisors sold out of Copart (CPRT) in Q2 2017, closing a stake of 37,272 shares — an estimated $289K sold.

Forvis Mazars Wealth Advisors first reported a position in CPRT in Q1 2017 and held it in 1 quarter. The position peaked at $289K in Q1 2017. 353 funds tracked by Wall St. Rank hold CPRT as of Q2 2017.

  • Forvis Mazars Wealth Advisors reported no remaining Copart position as of Q2 2017 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 37,272 Copart shares in Q2 2017, an estimated $289K.
  • Forvis Mazars Wealth Advisors first reported a position in Copart in Q1 2017 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Copart position peaked at $289K in Q1 2017.
  • 353 funds tracked by Wall St. Rank held Copart as of Q2 2017.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2017, filed 10 Jul 2017.