IWP
CPRT icon

Icon Wealth Partners’s Copart CPRT Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-2,252
Closed -$34K – 289
2019
Q1 		$34K Buy
+2,252
New +$30.6K 0.01% 439
2018
Q3 		– Sell
-1,892
Closed -$27K – 367
2018
Q2 		$27K Buy
+1,892
New +$25.6K 0.01% 520
2018
Q1 		– Sell
-1,732
Closed -$19K – 357
2017
Q4 		$19K Buy
+1,732
New +$16.9K 0.01% 617

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
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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Icon Wealth Partners's CPRT Position: Q2 2019 in Review

Icon Wealth Partners sold out of Copart (CPRT) in Q2 2019, closing a stake of 2,252 shares — an estimated $34K sold.

Icon Wealth Partners first reported a position in CPRT in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q1 2019. 559 funds tracked by Wall St. Rank hold CPRT as of Q2 2019.

  • Icon Wealth Partners reported no remaining Copart position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 2,252 Copart shares in Q2 2019, an estimated $34K.
  • Icon Wealth Partners first reported a position in Copart in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Copart position peaked at $34K in Q1 2019.
  • 559 funds tracked by Wall St. Rank held Copart as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.