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BerganKDV Wealth Management’s Copart CPRT Stock Holding History

BerganKDV 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
2022
Q4 		– Sell
-196
Closed -$5K – 1056
2022
Q3 		$5K Hold
196
– – ﹤0.01% 671
2022
Q2 		$5K Hold
196
– – ﹤0.01% 694
2022
Q1 		$6K Hold
196
– – ﹤0.01% 686
2021
Q4 		$7K Hold
196
– – ﹤0.01% 720
2021
Q3 		$7K Buy
+196
New +$7K ﹤0.01% 692

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

BerganKDV Wealth Management's CPRT Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Copart (CPRT) in Q4 2022, closing a stake of 196 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in CPRT in Q3 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 861 funds tracked by Wall St. Rank hold CPRT as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Copart position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 196 Copart shares in Q4 2022, an estimated $5K.
  • BerganKDV Wealth Management first reported a position in Copart in Q3 2021 and held it in 5 quarters.
  • BerganKDV Wealth Management's Copart position peaked at $7K in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Copart as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.