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Axim Planning & Wealth’s Copart CPRT Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-624
Closed -$17K – 50
2022
Q3 		$17K Buy
624
+284
+84% +$8.46K 0.02% 86
2022
Q2 		$9K Buy
+340
New +$9.68K 0.01% 96

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axim Planning & Wealth's CPRT Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Copart (CPRT) in Q4 2022, closing a stake of 624 shares — an estimated $17K sold.

Axim Planning & Wealth first reported a position in CPRT in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q3 2022. 861 funds tracked by Wall St. Rank hold CPRT as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Copart position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 624 Copart shares in Q4 2022, an estimated $17K.
  • Axim Planning & Wealth first reported a position in Copart in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Copart position peaked at $17K in Q3 2022.
  • 861 funds tracked by Wall St. Rank held Copart as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.