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Wealthspire Advisors (Maryland)’s Copart CPRT Stock Holding History

Wealthspire Advisors (Maryland)’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 		$211K Sell
8,016
-33,676
-81% -$816K 0.01% 440
2020
Q2 		$868K Buy
41,692
+1,076
+3% +$21.6K 0.06% 175
2020
Q1 		$696K Buy
40,616
+26,516
+188% +$590K 0.06% 192
2019
Q4 		$321K Buy
14,100
+2,820
+25% +$60.2K 0.02% 363
2019
Q3 		$227K Sell
11,280
-100
-0.9% -$1.94K 0.02% 407
2019
Q2 		$213K Sell
11,380
-1,140
-9% -$19.6K 0.02% 422
2019
Q1 		$190K Buy
12,520
+128
+1% +$1.74K 0.01% 450
2018
Q4 		$148K Buy
12,392
+1,656
+15% +$20.4K 0.01% 482
2018
Q3 		$138K Buy
10,736
+376
+4% +$5.62K 0.01% 562
2018
Q2 		$146K Sell
10,360
-268
-3% -$3.63K 0.01% 565
2018
Q1 		$135K Sell
10,628
-936
-8% -$10.8K 0.01% 592
2017
Q4 		$125K Buy
11,564
+472
+4% +$4.59K 0.01% 631
2017
Q3 		$95K Buy
11,092
+792
+8% +$6.34K 0.01% 731
2017
Q2 		$82K Sell
10,300
-2,100
-17% -$16.1K 0.01% 763
2017
Q1 		$96K Buy
12,400
+152
+1% +$1.12K 0.01% 615
2016
Q4 		$85K Sell
12,248
-104
-0.8% -$707 0.01% 625
2016
Q3 		$83K Hold
12,352
– – 0.01% 632
2016
Q2 		$76K Sell
12,352
-512
-4% -$2.88K 0.01% 613
2016
Q1 		$66K Sell
12,864
-40,744
-76% -$188K 0.01% 627
2015
Q4 		$255K Buy
+53,608
New +$248K 0.05% 294

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CPRT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Copart (CPRT) stake by 81% in Q3 2020, selling an estimated $816K and leaving 8,016 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #440.

Wealthspire Advisors (Maryland) first reported a position in CPRT in Q4 2015 and has held it in 20 quarters since. The position peaked at $868K in Q2 2020. 702 funds tracked by Wall St. Rank hold CPRT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,016 shares of Copart worth $211K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 33,676 Copart shares in Q3 2020, an estimated $816K.
  • Copart made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #440 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Copart in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Copart position peaked at $868K in Q2 2020.
  • 702 funds tracked by Wall St. Rank held Copart as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.