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Selective Wealth Management’s Copart CPRT Stock Holding History

Selective 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
2020
Q3 		– Sell
-128
Closed -$3K – 330
2020
Q2 		$3K Hold
128
– – ﹤0.01% 341
2020
Q1 		$2K Hold
128
– – ﹤0.01% 274
2019
Q4 		$3K Hold
128
– – ﹤0.01% 254
2019
Q3 		$3K Buy
+128
New +$2.48K ﹤0.01% 260

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Selective Wealth Management's CPRT Position: Q3 2020 in Review

Selective Wealth Management sold out of Copart (CPRT) in Q3 2020, closing a stake of 128 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in CPRT in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2020. 702 funds tracked by Wall St. Rank hold CPRT as of Q3 2020.

  • Selective Wealth Management reported no remaining Copart position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 128 Copart shares in Q3 2020, an estimated $3K.
  • Selective Wealth Management first reported a position in Copart in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Copart position peaked at $3K in Q2 2020.
  • 702 funds tracked by Wall St. Rank held Copart as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.