AO
CPRT icon

Advisor OS’s Copart CPRT Stock Holding History

Advisor OS’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
2023
Q3 		– Sell
-6,542
Closed -$298K – 289
2023
Q2 		$298K Buy
+6,542
New +$271K 0.05% 237
2023
Q1 		– Sell
-30,432
Closed -$927K – 241
2022
Q4 		$927K Buy
30,432
+4,912
+19% +$147K 0.25% 95
2022
Q3 		$680K Sell
25,520
-3,216
-11% -$95.7K 0.21% 100
2022
Q2 		$781K Buy
28,736
+4,884
+20% +$139K 0.23% 102
2022
Q1 		$747K Buy
23,852
+444
+2% +$14.1K 0.22% 109
2021
Q4 		$887K Buy
23,408
+2,172
+10% +$80.6K 0.18% 121
2021
Q3 		$737K Buy
21,236
+1,916
+10% +$68.5K 0.16% 119
2021
Q2 		$636K Buy
19,320
+6,748
+54% +$209K 0.13% 119
2021
Q1 		$342K Buy
12,572
+3,840
+44% +$108K 0.08% 145
2020
Q4 		$279K Buy
+8,732
New +$254K 0.07% 116

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advisor OS's CPRT Position: Q3 2023 in Review

Advisor OS sold out of Copart (CPRT) in Q3 2023, closing a stake of 6,542 shares — an estimated $298K sold.

Advisor OS first reported a position in CPRT in Q4 2020 and held it in 10 quarters. The position peaked at $927K in Q4 2022. 982 funds tracked by Wall St. Rank hold CPRT as of Q3 2023.

  • Advisor OS reported no remaining Copart position as of Q3 2023 after selling out during the quarter.
  • Advisor OS sold 6,542 Copart shares in Q3 2023, an estimated $298K.
  • Advisor OS first reported a position in Copart in Q4 2020 and held it in 10 quarters.
  • Advisor OS's Copart position peaked at $927K in Q4 2022.
  • 982 funds tracked by Wall St. Rank held Copart as of Q3 2023.

Based on Advisor OS's 13F filing for Q3 2023, filed 3 Nov 2023.