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McKinley Carter Wealth Services’s Copart CPRT Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-3,200
Closed -$41K – 208
2018
Q1 		$41K Buy
+3,200
New +$37K 0.01% 276

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

McKinley Carter Wealth Services's CPRT Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Copart (CPRT) in Q2 2018, closing a stake of 3,200 shares — an estimated $41K sold.

McKinley Carter Wealth Services first reported a position in CPRT in Q1 2018 and held it in 1 quarter. The position peaked at $41K in Q1 2018. 490 funds tracked by Wall St. Rank hold CPRT as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Copart position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 3,200 Copart shares in Q2 2018, an estimated $41K.
  • McKinley Carter Wealth Services first reported a position in Copart in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Copart position peaked at $41K in Q1 2018.
  • 490 funds tracked by Wall St. Rank held Copart as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.