Curi Wealth Management’s Copart CPRT Stock Holding History

Curi 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
2022 Q3	–	Sell	-48	Closed	-$1K	–	298
2022 Q2	$1K	Hold	48	–	–	﹤0.01%	553
2022 Q1	$1K	Hold	48	–	–	﹤0.01%	476
2021 Q4	$1K	Buy	+48	New	+$1.78K	﹤0.01%	440
2021 Q1	–	Sell	-48	Closed	-$1K	–	182
2020 Q4	$1K	Buy	+48	New	+$1.4K	﹤0.01%	351

Other funds holding CPRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Curi Wealth Management's CPRT Position: Q3 2022 in Review

Curi Wealth Management sold out of Copart (CPRT) in Q3 2022, closing a stake of 48 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in CPRT in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 823 funds tracked by Wall St. Rank hold CPRT as of Q3 2022.

Curi Wealth Management reported no remaining Copart position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 48 Copart shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Copart in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Copart position peaked at $1K in Q2 2022.
823 funds tracked by Wall St. Rank held Copart as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.