First Personal Financial Services’s Copart CPRT Stock Holding History

First Personal Financial Services’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 Q3	$420	Buy	+8	New	+$415	﹤0.01%	407
2019 Q3	–	Sell	-5,420	Closed	-$101K	–	582
2019 Q2	$101K	Sell	5,420 -200	-4%	-$3.43K	0.03%	215
2019 Q1	$85K	Buy	5,620 +148	+3%	+$2.01K	0.03%	219
2018 Q4	$65K	Buy	5,472 +3,216	+143%	+$39.7K	0.02%	232
2018 Q3	$29K	Sell	2,256 -1,124	-33%	-$16.8K	0.01%	354
2018 Q2	$48K	Sell	3,380 -2,832	-46%	-$38.4K	0.02%	276
2018 Q1	$79K	Buy	6,212 +244	+4%	+$2.82K	0.02%	344
2017 Q4	$64K	Buy	+5,968	New	+$58.1K	0.01%	417

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Personal Financial Services's CPRT Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Copart (CPRT) in Q3 2024: 8 shares worth $420. The stake represents ﹤0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in CPRT as recently as Q2 2019.

First Personal Financial Services first reported a position in CPRT in Q4 2017 and has held it in 8 quarters since. The position peaked at $101K in Q2 2019. 1,085 funds tracked by Wall St. Rank hold CPRT as of Q3 2024.

First Personal Financial Services held 8 shares of Copart worth $420 as of Q3 2024.
Copart was a new First Personal Financial Services position in Q3 2024.
Copart made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #407 holding.
First Personal Financial Services first reported a position in Copart in Q4 2017 and has held it in 8 quarters since.
First Personal Financial Services's Copart position peaked at $101K in Q2 2019.
1,085 funds tracked by Wall St. Rank held Copart as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.