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Brass Tax Wealth Management’s Copart CPRT Stock Holding History

Brass Tax 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
2024
Q3 		– Sell
-4,162
Closed -$225K – 209
2024
Q2 		$225K Buy
+4,162
New +$227K 0.04% 178

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brass Tax Wealth Management's CPRT Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of Copart (CPRT) in Q3 2024, closing a stake of 4,162 shares — an estimated $225K sold.

Brass Tax Wealth Management first reported a position in CPRT in Q2 2024 and held it in 1 quarter. The position peaked at $225K in Q2 2024. 1,086 funds tracked by Wall St. Rank hold CPRT as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining Copart position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 4,162 Copart shares in Q3 2024, an estimated $225K.
  • Brass Tax Wealth Management first reported a position in Copart in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's Copart position peaked at $225K in Q2 2024.
  • 1,086 funds tracked by Wall St. Rank held Copart as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.