Atria Wealth Solutions’s Copart CPRT Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$573K	Sell	11,672 -41,040	-78%	-$2.3M	0.01%	854
2025 Q1	$2.98M	Sell	52,712 -2,460	-4%	-$138K	0.04%	501
2024 Q4	$3.17M	Sell	55,172 -1,300	-2%	-$74K	0.03%	490
2024 Q3	$2.96M	Buy	56,472 +26,255	+87%	+$1.36M	0.03%	496
2024 Q2	$1.64M	Sell	30,217 -1,735	-5%	-$94.7K	0.02%	698
2024 Q1	$1.85M	Buy	31,952 +11,639	+57%	+$598K	0.02%	667
2023 Q4	$995K	Buy	20,313 +3,844	+23%	+$182K	0.01%	862
2023 Q3	$710K	Sell	16,469 -4,763	-22%	-$212K	0.01%	972
2023 Q2	$968K	Buy	21,232 +2,002	+10%	+$83K	0.01%	844
2023 Q1	$723K	Buy	19,230 +6,102	+46%	+$207K	0.01%	953
2022 Q4	$400K	Sell	13,128 -2,880	-18%	-$86.2K	0.01%	1200
2022 Q3	$426K	Buy	16,008 +7,088	+79%	+$211K	0.01%	1119
2022 Q2	$242K	Sell	8,920 -7,144	-44%	-$203K	﹤0.01%	1338
2022 Q1	$504K	Buy	+16,064	New	+$510K	0.01%	1065

Other funds holding CPRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return