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Gupta Wealth Management’s Copart CPRT Stock Holding History

Gupta 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
2016
Q1 		– Sell
-2,400
Closed -$11K – 1165
2015
Q4 		$11K Hold
2,400
– – ﹤0.01% 851
2015
Q3 		$10K Hold
2,400
– – ﹤0.01% 902
2015
Q2 		$11K Sell
2,400
-952
-28% -$4.29K ﹤0.01% 871
2015
Q1 		$16K Buy
+3,352
New +$15.5K ﹤0.01% 653

Other funds holding CPRT

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Gupta Wealth Management's CPRT Position: Q1 2016 in Review

Gupta Wealth Management sold out of Copart (CPRT) in Q1 2016, closing a stake of 2,400 shares — an estimated $11K sold.

Gupta Wealth Management first reported a position in CPRT in Q1 2015 and held it in 4 quarters. The position peaked at $16K in Q1 2015. 294 funds tracked by Wall St. Rank hold CPRT as of Q1 2016.

  • Gupta Wealth Management reported no remaining Copart position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 2,400 Copart shares in Q1 2016, an estimated $11K.
  • Gupta Wealth Management first reported a position in Copart in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Copart position peaked at $16K in Q1 2015.
  • 294 funds tracked by Wall St. Rank held Copart as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.