Financial Architects (New Jersey)’s Copart CPRT Stock Holding History

Financial Architects (New Jersey)’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 Q2	$204K	Buy	+4,468	New	+$185K	0.03%	310
2020 Q3	–	Sell	-2,924	Closed	-$61K	–	369
2020 Q2	$61K	Hold	2,924	–	–	0.01%	385
2020 Q1	$50K	Sell	2,924 -112	-4%	-$2.49K	0.01%	387
2019 Q4	$69K	Hold	3,036	–	–	0.01%	381
2019 Q3	$61K	Sell	3,036 -500	-14%	-$9.71K	0.01%	400
2019 Q2	$66K	Sell	3,536 -6,508	-65%	-$112K	0.01%	451
2019 Q1	$153K	Sell	10,044 -44	-0.4%	-$598	0.03%	360
2018 Q4	$120K	Sell	10,088 -584	-5%	-$7.21K	0.02%	362
2018 Q3	$138K	Hold	10,672	–	–	0.02%	381
2018 Q2	$151K	Buy	10,672 +7,248	+212%	+$98.2K	0.03%	324
2018 Q1	$44K	Sell	3,424 -592	-15%	-$6.85K	0.01%	643
2017 Q4	$43K	Hold	4,016	–	–	0.01%	728
2017 Q3	$35K	Buy	4,016 +592	+17%	+$4.74K	0.01%	795
2017 Q2	$27K	Hold	3,424	–	–	﹤0.01%	870
2017 Q1	$27K	Hold	3,424	–	–	﹤0.01%	851
2016 Q4	$24K	Buy	3,424 +1,824	+114%	+$12.4K	0.01%	791
2016 Q3	$11K	Hold	1,600	–	–	﹤0.01%	975
2016 Q2	$10K	Hold	1,600	–	–	﹤0.01%	971
2016 Q1	$8K	Buy	+1,600	New	+$7.39K	﹤0.01%	794
2015 Q3	–	Sell	-1,600	Closed	-$7K	–	353
2015 Q2	$7K	Hold	1,600	–	–	﹤0.01%	864
2015 Q1	$8K	Hold	1,600	–	–	﹤0.01%	764
2014 Q4	$7K	Hold	1,600	–	–	﹤0.01%	742
2014 Q3	$6K	Buy	+1,600	New	+$6.82K	﹤0.01%	707

Other funds holding CPRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Architects (New Jersey)'s CPRT Position: Q2 2023 in Review

Financial Architects (New Jersey) opened a new position in Copart (CPRT) in Q2 2023: 4,468 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #310 among its holdings. This is a return to the name: Financial Architects (New Jersey) previously reported a position in CPRT as recently as Q2 2020.

Financial Architects (New Jersey) first reported a position in CPRT in Q3 2014 and has held it in 23 quarters since. 965 funds tracked by Wall St. Rank hold CPRT as of Q2 2023.

Financial Architects (New Jersey) held 4,468 shares of Copart worth $204K as of Q2 2023.
Copart was a new Financial Architects (New Jersey) position in Q2 2023.
Copart made up 0.03% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #310 holding.
Financial Architects (New Jersey) first reported a position in Copart in Q3 2014 and has held it in 23 quarters since.
965 funds tracked by Wall St. Rank held Copart as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.