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Evolution Wealth Advisors’s Copart CPRT Stock Holding History

Evolution 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
2021
Q4 		– Sell
-148
Closed -$5K – 261
2021
Q3 		$5K Hold
148
– – ﹤0.01% 500
2021
Q2 		$5K Hold
148
– – ﹤0.01% 502
2021
Q1 		$4K Hold
148
– – ﹤0.01% 547
2020
Q4 		$5K Hold
148
– – ﹤0.01% 440
2020
Q3 		$4K Hold
148
– – ﹤0.01% 456
2020
Q2 		$3K Buy
+148
New +$2.97K ﹤0.01% 425
2020
Q1 		– Sell
-160
Closed -$4K – 378
2019
Q4 		$4K Buy
160
+12
+8% +$256 ﹤0.01% 434
2019
Q3 		$3K Hold
148
– – ﹤0.01% 353
2019
Q2 		$3K Buy
+148
New +$2.54K ﹤0.01% 332

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Evolution Wealth Advisors's CPRT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Copart (CPRT) in Q4 2021, closing a stake of 148 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in CPRT in Q2 2019 and held it in 9 quarters. The position peaked at $5K in Q3 2021. 847 funds tracked by Wall St. Rank hold CPRT as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Copart position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 148 Copart shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Copart in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Copart position peaked at $5K in Q3 2021.
  • 847 funds tracked by Wall St. Rank held Copart as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.