CFFP
CPRT icon

Center for Financial Planning’s Copart CPRT Stock Holding History

Center for Financial Planning’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
2025
Q1 		– Sell
-1,359
Closed -$78K – 714
2024
Q4 		$78K Buy
+1,359
New +$77.4K 0.01% 220
2022
Q4 		– Sell
-104
Closed -$3K – 571
2022
Q3 		$3K Buy
+104
New +$3.1K ﹤0.01% 464

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

Center for Financial Planning's CPRT Position: Q1 2025 in Review

Center for Financial Planning sold out of Copart (CPRT) in Q1 2025, closing a stake of 1,359 shares — an estimated $78K sold.

Center for Financial Planning first reported a position in CPRT in Q3 2022 and held it in 2 quarters. The position peaked at $78K in Q4 2024. 1,194 funds tracked by Wall St. Rank hold CPRT as of Q1 2025.

  • Center for Financial Planning reported no remaining Copart position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 1,359 Copart shares in Q1 2025, an estimated $78K.
  • Center for Financial Planning first reported a position in Copart in Q3 2022 and held it in 2 quarters.
  • Center for Financial Planning's Copart position peaked at $78K in Q4 2024.
  • 1,194 funds tracked by Wall St. Rank held Copart as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.