Evermay Wealth Management’s Copart CPRT Stock Holding History

Evermay 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
2024 Q1	–	Sell	-10	Closed	-$490	–	635
2023 Q4	$490	Buy	+10	New	+$472	﹤0.01%	563

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Evermay Wealth Management's CPRT Position: Q1 2024 in Review

Evermay Wealth Management sold out of Copart (CPRT) in Q1 2024, closing a stake of 10 shares — an estimated $490 sold.

Evermay Wealth Management first reported a position in CPRT in Q4 2023 and held it in 1 quarter. The position peaked at $490 in Q4 2023. 1,071 funds tracked by Wall St. Rank hold CPRT as of Q1 2024.

Evermay Wealth Management reported no remaining Copart position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 10 Copart shares in Q1 2024, an estimated $490.
Evermay Wealth Management first reported a position in Copart in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's Copart position peaked at $490 in Q4 2023.
1,071 funds tracked by Wall St. Rank held Copart as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.