Baystate Wealth Management’s Copart CPRT Stock Holding History

Baystate 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
2023 Q4	$6.13K	Buy	+125	New	+$5.91K	﹤0.01%	843
2023 Q2	–	Sell	-512	Closed	-$21.2K	–	1057
2023 Q1	$19.3K	Buy	512 +84	+20%	+$2.86K	﹤0.01%	465
2022 Q4	$13K	Buy	428 +40	+10%	+$1.2K	﹤0.01%	524
2022 Q3	$10K	Buy	388 +32	+9%	+$953	﹤0.01%	536
2022 Q2	$10K	Sell	356 -12	-3%	-$342	﹤0.01%	549
2022 Q1	$12K	Buy	368 +240	+188%	+$7.62K	﹤0.01%	540
2021 Q4	$5K	Buy	+128	New	+$4.75K	﹤0.01%	640

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baystate Wealth Management's CPRT Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Copart (CPRT) in Q4 2023: 125 shares worth $6.13K. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in CPRT as recently as Q1 2023.

Baystate Wealth Management first reported a position in CPRT in Q4 2021 and has held it in 7 quarters since. The position peaked at $19.3K in Q1 2023. 1,046 funds tracked by Wall St. Rank hold CPRT as of Q4 2023.

Baystate Wealth Management held 125 shares of Copart worth $6.13K as of Q4 2023.
Copart was a new Baystate Wealth Management position in Q4 2023.
Copart made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #843 holding.
Baystate Wealth Management first reported a position in Copart in Q4 2021 and has held it in 7 quarters since.
Baystate Wealth Management's Copart position peaked at $19.3K in Q1 2023.
1,046 funds tracked by Wall St. Rank held Copart as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.