AWM
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Avior Wealth Management’s Copart CPRT Stock Holding History

Avior 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
2025
Q1 		– Sell
-1,283
Closed -$73.7K – 1070
2024
Q4 		$73.7K Buy
1,283
+421
+49% +$24K ﹤0.01% 1003
2024
Q3 		$45.2K Buy
862
+16
+2% +$831 ﹤0.01% 1156
2024
Q2 		$45.8K Sell
846
-2,027
-71% -$111K ﹤0.01% 1123
2024
Q1 		$166K Buy
2,873
+2,350
+449% +$121K 0.01% 768
2023
Q4 		$25.6K Sell
523
-717
-58% -$33.9K ﹤0.01% 842
2023
Q3 		$53.4K Sell
1,240
-118
-9% -$5.25K ﹤0.01% 748
2023
Q2 		$61.9K Sell
1,358
-128
-9% -$5.31K ﹤0.01% 719
2023
Q1 		$55.9K Buy
1,486
+958
+181% +$32.6K ﹤0.01% 742
2022
Q4 		$16.1K Hold
528
– – ﹤0.01% 784
2022
Q3 		$14K Buy
528
+500
+1,786% +$14.9K ﹤0.01% 794
2022
Q2 		$0 Hold
28
– – ﹤0.01% 1083
2022
Q1 		$0 Sell
28
-8
-22% -$254 ﹤0.01% 1115
2021
Q4 		$1K Sell
36
-12
-25% -$445 ﹤0.01% 1010
2021
Q3 		$1K Hold
48
– – ﹤0.01% 980
2021
Q2 		$1K Sell
48
-860
-95% -$26.7K ﹤0.01% 943
2021
Q1 		$24K Hold
908
– – ﹤0.01% 623
2020
Q4 		$28K Hold
908
– – ﹤0.01% 564
2020
Q3 		$23K Buy
908
+340
+60% +$8.24K ﹤0.01% 581
2020
Q2 		$11K Buy
568
+528
+1,320% +$10.6K ﹤0.01% 650
2020
Q1 		$0 Hold
40
– – ﹤0.01% 790
2019
Q4 		$0 Hold
40
– – ﹤0.01% 794
2019
Q3 		$0 Hold
40
– – ﹤0.01% 790
2019
Q2 		$1K Buy
+40
New +$686 ﹤0.01% 765

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
State Street
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Avior Wealth Management's CPRT Position: Q1 2025 in Review

Avior Wealth Management sold out of Copart (CPRT) in Q1 2025, closing a stake of 1,283 shares — an estimated $73.7K sold.

Avior Wealth Management first reported a position in CPRT in Q2 2019 and held it in 23 quarters. The position peaked at $166K in Q1 2024. 1,194 funds tracked by Wall St. Rank hold CPRT as of Q1 2025.

  • Avior Wealth Management reported no remaining Copart position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,283 Copart shares in Q1 2025, an estimated $73.7K.
  • Avior Wealth Management first reported a position in Copart in Q2 2019 and held it in 23 quarters.
  • Avior Wealth Management's Copart position peaked at $166K in Q1 2024.
  • 1,194 funds tracked by Wall St. Rank held Copart as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.