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Geller Advisors’s Copart CPRT Stock Holding History

Geller 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
2024
Q4 		$288K Buy
+5,016
New +$286K 0.02% 206
2024
Q3 		– Sell
-7,094
Closed -$384K – 266
2024
Q2 		$384K Sell
7,094
-116
-2% -$6.33K 0.03% 174
2024
Q1 		$418K Sell
7,210
-250
-3% -$12.9K 0.03% 170
2023
Q4 		$366K Sell
7,460
-404
-5% -$19.1K 0.04% 173
2023
Q3 		$339K Buy
7,864
+548
+7% +$24.4K 0.04% 167
2023
Q2 		$334K Buy
+7,316
New +$303K 0.04% 168

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geller Advisors's CPRT Position: Q4 2024 in Review

Geller Advisors opened a new position in Copart (CPRT) in Q4 2024: 5,016 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #206 among its holdings. This is a return to the name: Geller Advisors previously reported a position in CPRT as recently as Q2 2024.

Geller Advisors first reported a position in CPRT in Q2 2023 and has held it in 6 quarters since. The position peaked at $418K in Q1 2024. 1,169 funds tracked by Wall St. Rank hold CPRT as of Q4 2024.

  • Geller Advisors held 5,016 shares of Copart worth $288K as of Q4 2024.
  • Copart was a new Geller Advisors position in Q4 2024.
  • Copart made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #206 holding.
  • Geller Advisors first reported a position in Copart in Q2 2023 and has held it in 6 quarters since.
  • Geller Advisors's Copart position peaked at $418K in Q1 2024.
  • 1,169 funds tracked by Wall St. Rank held Copart as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.