Blue Bell Private Wealth Management’s Copart CPRT Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-180	Closed	-$5.48K	–	672
2022 Q4	$5.48K	Sell	180 -100	-36%	-$2.99K	﹤0.01%	449
2022 Q3	$7K	Hold	280	–	–	﹤0.01%	413
2022 Q2	$8K	Hold	280	–	–	﹤0.01%	413
2022 Q1	$9K	Hold	280	–	–	﹤0.01%	426
2021 Q4	$11K	Buy	+280	New	+$10.4K	﹤0.01%	386

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Blue Bell Private Wealth Management's CPRT Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Copart (CPRT) in Q1 2023, closing a stake of 180 shares — an estimated $5.48K sold.

Blue Bell Private Wealth Management first reported a position in CPRT in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 896 funds tracked by Wall St. Rank hold CPRT as of Q1 2023.

Blue Bell Private Wealth Management reported no remaining Copart position as of Q1 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 180 Copart shares in Q1 2023, an estimated $5.48K.
Blue Bell Private Wealth Management first reported a position in Copart in Q4 2021 and held it in 5 quarters.
Blue Bell Private Wealth Management's Copart position peaked at $11K in Q4 2021.
896 funds tracked by Wall St. Rank held Copart as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.