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Integrated Wealth Management (Palm Desert)’s Copart CPRT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-3,200
Closed -$21K – 377
2016
Q3 		$21K Buy
+3,200
New +$20.4K 0.01% 586

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
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

Integrated Wealth Management (Palm Desert)'s CPRT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Copart (CPRT) in Q4 2016, closing a stake of 3,200 shares — an estimated $21K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CPRT in Q3 2016 and held it in 1 quarter. The position peaked at $21K in Q3 2016. 341 funds tracked by Wall St. Rank hold CPRT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Copart position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,200 Copart shares in Q4 2016, an estimated $21K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Copart in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Copart position peaked at $21K in Q3 2016.
  • 341 funds tracked by Wall St. Rank held Copart as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.