RWA
CPRT icon

RGT Wealth Advisors’s Copart CPRT Stock Holding History

RGT Wealth Advisors’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
Q4 		– Sell
-35,172
Closed -$453K – 21
2018
Q3 		$453K Buy
35,172
+288
+0.8% +$4.3K 1.53% 19
2018
Q2 		$493K Buy
34,884
+716
+2% +$9.7K 1.58% 14
2018
Q1 		$435K Buy
34,168
+1,160
+4% +$13.4K 0.21% 47
2017
Q4 		$356K Buy
33,008
+240
+0.7% +$2.34K 0.19% 53
2017
Q3 		$282K Hold
32,768
– – 0.19% 61
2017
Q2 		$260K Sell
32,768
-1,568
-5% -$12K 0.18% 61
2017
Q1 		$266K Buy
+34,336
New +$253K 0.18% 66

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RGT Wealth Advisors's CPRT Position: Q4 2018 in Review

RGT Wealth Advisors sold out of Copart (CPRT) in Q4 2018, closing a stake of 35,172 shares — an estimated $453K sold.

RGT Wealth Advisors first reported a position in CPRT in Q1 2017 and held it in 7 quarters. The position peaked at $493K in Q2 2018. 503 funds tracked by Wall St. Rank hold CPRT as of Q4 2018.

  • RGT Wealth Advisors reported no remaining Copart position as of Q4 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 35,172 Copart shares in Q4 2018, an estimated $453K.
  • RGT Wealth Advisors first reported a position in Copart in Q1 2017 and held it in 7 quarters.
  • RGT Wealth Advisors's Copart position peaked at $493K in Q2 2018.
  • 503 funds tracked by Wall St. Rank held Copart as of Q4 2018.

Based on RGT Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.