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Polaris Wealth Advisory Group’s Copart CPRT Stock Holding History

Polaris Wealth Advisory Group’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
2014
Q2 		– Sell
-1,600
Closed -$7K – 86
2014
Q1 		$7K Hold
1,600
– – ﹤0.01% 136
2013
Q4 		$7K Buy
+1,600
New +$6.71K ﹤0.01% 161

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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 16.07% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Polaris Wealth Advisory Group's CPRT Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of Copart (CPRT) in Q2 2014, closing a stake of 1,600 shares — an estimated $7K sold.

Polaris Wealth Advisory Group first reported a position in CPRT in Q4 2013 and held it in 2 quarters. The position peaked at $7K in Q1 2014. 274 funds tracked by Wall St. Rank hold CPRT as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining Copart position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,600 Copart shares in Q2 2014, an estimated $7K.
  • Polaris Wealth Advisory Group first reported a position in Copart in Q4 2013 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Copart position peaked at $7K in Q1 2014.
  • 274 funds tracked by Wall St. Rank held Copart as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.