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Connectus Wealth’s Copart CPRT Stock Holding History

Connectus Wealth’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
Q4 		– Sell
-14,294
Closed -$616K – 504
2023
Q3 		$616K Sell
14,294
-15,176
-51% -$675K 0.01% 373
2023
Q2 		$1.34M Sell
29,470
-1,158
-4% -$48K 0.03% 254
2023
Q1 		$1.15M Buy
+30,628
New +$1.04M 0.03% 274

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Connectus Wealth's CPRT Position: Q4 2023 in Review

Connectus Wealth sold out of Copart (CPRT) in Q4 2023, closing a stake of 14,294 shares — an estimated $616K sold.

Connectus Wealth first reported a position in CPRT in Q1 2023 and held it in 3 quarters. The position peaked at $1.34M in Q2 2023. 1,046 funds tracked by Wall St. Rank hold CPRT as of Q4 2023.

  • Connectus Wealth reported no remaining Copart position as of Q4 2023 after selling out during the quarter.
  • Connectus Wealth sold 14,294 Copart shares in Q4 2023, an estimated $616K.
  • Connectus Wealth first reported a position in Copart in Q1 2023 and held it in 3 quarters.
  • Connectus Wealth's Copart position peaked at $1.34M in Q2 2023.
  • 1,046 funds tracked by Wall St. Rank held Copart as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.