Avantax Advisory Services’s Copart CPRT Stock Holding History

Avantax Advisory Services’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	$414K	Sell	8,439 -9,763	-54%	-$546K	﹤0.01%	1697
2025 Q1	$1.03M	Buy	18,202 +1,416	+8%	+$79.7K	0.01%	1077
2024 Q4	$963K	Sell	16,786 -1,381	-8%	-$78.7K	0.01%	1057
2024 Q3	$952K	Sell	18,167 -1,883	-9%	-$97.8K	0.01%	1054
2024 Q2	$1.09M	Buy	20,050 +12,732	+174%	+$695K	0.01%	937
2024 Q1	$424K	Sell	7,318 -498	-6%	-$25.6K	﹤0.01%	1125
2023 Q4	$383K	Buy	7,816 +2,414	+45%	+$114K	﹤0.01%	1112
2023 Q3	$233K	Buy	+5,402	New	+$240K	﹤0.01%	1339
2020 Q4	–	Sell	-16,096	Closed	-$424K	–	1012
2020 Q3	$424K	Buy	+16,096	New	+$390K	0.01%	866

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 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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Avantax Advisory Services's CPRT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Copart (CPRT) stake by 54% in Q2 2025, selling an estimated $546K and leaving 8,439 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Avantax Advisory Services first reported a position in CPRT in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.09M in Q2 2024. 1,188 funds tracked by Wall St. Rank hold CPRT as of Q2 2025.

Avantax Advisory Services held 8,439 shares of Copart worth $414K as of Q2 2025.
Avantax Advisory Services sold 9,763 Copart shares in Q2 2025, an estimated $546K.
Copart made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1697 holding.
Avantax Advisory Services first reported a position in Copart in Q3 2020 and has held it in 9 quarters since.
Avantax Advisory Services's Copart position peaked at $1.09M in Q2 2024.
1,188 funds tracked by Wall St. Rank held Copart as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.