FW
CPRT icon

FirstPurpose Wealth’s Copart CPRT Stock Holding History

FirstPurpose Wealth’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 		$240K Buy
4,285
+5
+0.1% +$257 0.09% 185
2023
Q4 		$210K Sell
4,280
-843
-16% -$39.8K 0.08% 199
2023
Q3 		$221K Sell
5,123
-227
-4% -$10.1K 0.1% 175
2023
Q2 		$244K Sell
5,350
-230
-4% -$9.54K 0.1% 168
2023
Q1 		$210K Buy
+5,580
New +$190K 0.1% 178

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FirstPurpose Wealth's CPRT Position: Q1 2024 in Review

FirstPurpose Wealth increased its Copart (CPRT) stake by 0.12% in Q1 2024, buying an estimated $257 and bringing the position to 4,285 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #185.

FirstPurpose Wealth first reported a position in CPRT in Q1 2023 and has held it in 5 quarters since. The position peaked at $244K in Q2 2023. 1,072 funds tracked by Wall St. Rank hold CPRT as of Q1 2024.

  • FirstPurpose Wealth held 4,285 shares of Copart worth $240K as of Q1 2024.
  • FirstPurpose Wealth bought 5 Copart shares in Q1 2024, an estimated $257.
  • Copart made up 0.09% of FirstPurpose Wealth's portfolio in Q1 2024, its #185 holding.
  • FirstPurpose Wealth first reported a position in Copart in Q1 2023 and has held it in 5 quarters since.
  • FirstPurpose Wealth's Copart position peaked at $244K in Q2 2023.
  • 1,072 funds tracked by Wall St. Rank held Copart as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.