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Cassady Schiller Wealth Management’s Copart CPRT Stock Holding History

Cassady Schiller 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
Q4 		$2.24K Buy
+39
New +$2.22K ﹤0.01% 547
2022
Q1 		– Sell
-40
Closed -$2K – 212
2021
Q4 		$2K Buy
+40
New +$1.49K ﹤0.01% 391

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cassady Schiller Wealth Management's CPRT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Copart (CPRT) in Q4 2024: 39 shares worth $2.24K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in CPRT as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in CPRT in Q4 2021 and has held it in 2 quarters since. 1,169 funds tracked by Wall St. Rank hold CPRT as of Q4 2024.

  • Cassady Schiller Wealth Management held 39 shares of Copart worth $2.24K as of Q4 2024.
  • Copart was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Copart made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #547 holding.
  • Cassady Schiller Wealth Management first reported a position in Copart in Q4 2021 and has held it in 2 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Copart as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.