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CM Wealth Advisors’s Copart CPRT Stock Holding History

CM Wealth Advisors’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
Q2 		– Sell
-9,671
Closed -$541K – 94
2024
Q1 		$541K Buy
+9,671
New +$497K 0.15% 74
2023
Q2 		– Sell
-29,760
Closed -$1.15M – 226
2023
Q1 		$1.15M Buy
+29,760
New +$1.01M 0.22% 127

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CM Wealth Advisors's CPRT Position: Q2 2024 in Review

CM Wealth Advisors sold out of Copart (CPRT) in Q2 2024, closing a stake of 9,671 shares — an estimated $541K sold.

CM Wealth Advisors first reported a position in CPRT in Q1 2023 and held it in 2 quarters. The position peaked at $1.15M in Q1 2023. 1,070 funds tracked by Wall St. Rank hold CPRT as of Q2 2024.

  • CM Wealth Advisors reported no remaining Copart position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 9,671 Copart shares in Q2 2024, an estimated $541K.
  • CM Wealth Advisors first reported a position in Copart in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Copart position peaked at $1.15M in Q1 2023.
  • 1,070 funds tracked by Wall St. Rank held Copart as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.