MWM
CPRT icon

Mascoma Wealth Management’s Copart CPRT Stock Holding History

Mascoma 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
2017
Q2 		– Sell
-800
Closed -$6K – 416
2017
Q1 		$6K Hold
800
– – ﹤0.01% 287
2016
Q4 		$6K Buy
+800
New +$5.44K ﹤0.01% 290

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
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 $3.38T AUM 44.17% 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 $121B AUM 27.52% 1-Year Est. Return

Mascoma Wealth Management's CPRT Position: Q2 2017 in Review

Mascoma Wealth Management sold out of Copart (CPRT) in Q2 2017, closing a stake of 800 shares — an estimated $6K sold.

Mascoma Wealth Management first reported a position in CPRT in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 354 funds tracked by Wall St. Rank hold CPRT as of Q2 2017.

  • Mascoma Wealth Management reported no remaining Copart position as of Q2 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 800 Copart shares in Q2 2017, an estimated $6K.
  • Mascoma Wealth Management first reported a position in Copart in Q4 2016 and held it in 2 quarters.
  • Mascoma Wealth Management's Copart position peaked at $6K in Q1 2017.
  • 354 funds tracked by Wall St. Rank held Copart as of Q2 2017.

Based on Mascoma Wealth Management's 13F filing for Q2 2017, filed 13 Jul 2017.