Encompass Wealth Advisors’s Copart CPRT Stock Holding History

Encompass 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 Q4	–	Sell	-20,000	Closed	-$1.05M	–	103
2024 Q3	$1.05M	Hold	20,000	–	–	0.26%	79
2024 Q2	$1.08M	Hold	20,000	–	–	0.29%	73
2024 Q1	$1.16M	Hold	20,000	–	–	0.31%	70
2023 Q4	$980K	Hold	20,000	–	–	0.29%	65
2023 Q3	$862K	Hold	20,000	–	–	0.29%	69
2023 Q2	$912K	Hold	20,000	–	–	0.3%	65
2023 Q1	$752K	Hold	20,000	–	–	0.26%	76
2022 Q4	$609K	Hold	20,000	–	–	0.22%	83
2022 Q3	$532K	Buy	20,000 +4,000	+25%	+$119K	0.2%	96
2022 Q2	$435K	Hold	16,000	–	–	0.15%	118
2022 Q1	$502K	Buy	16,000 +6,000	+60%	+$191K	0.13%	128
2021 Q4	$379K	Hold	10,000	–	–	0.09%	159
2021 Q3	$346K	Hold	10,000	–	–	0.09%	161
2021 Q2	$329K	Hold	10,000	–	–	0.08%	176
2021 Q1	$308K	Buy	+10,000	New	+$282K	0.08%	179

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Encompass Wealth Advisors's CPRT Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Copart (CPRT) in Q4 2024, closing a stake of 20,000 shares — an estimated $1.05M sold.

Encompass Wealth Advisors first reported a position in CPRT in Q1 2021 and held it in 15 quarters. The position peaked at $1.16M in Q1 2024. 1,169 funds tracked by Wall St. Rank hold CPRT as of Q4 2024.

Encompass Wealth Advisors reported no remaining Copart position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 20,000 Copart shares in Q4 2024, an estimated $1.05M.
Encompass Wealth Advisors first reported a position in Copart in Q1 2021 and held it in 15 quarters.
Encompass Wealth Advisors's Copart position peaked at $1.16M in Q1 2024.
1,169 funds tracked by Wall St. Rank held Copart as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.