GIA
CPRT icon

Gladstone Institutional Advisory’s Copart CPRT Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-14,478
Closed -$839K – 668
2024
Q1 		$839K Sell
14,478
-1,110
-7% -$57.1K 0.05% 315
2023
Q4 		$764K Sell
15,588
-1,347
-8% -$63.6K 0.04% 336
2023
Q3 		$730K Buy
16,935
+485
+3% +$21.6K 0.05% 319
2023
Q2 		$750K Buy
+16,450
New +$682K 0.05% 327
2021
Q1 		– Sell
-12,152
Closed -$387K – 420
2020
Q4 		$387K Buy
+12,152
New +$354K 0.08% 195

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gladstone Institutional Advisory's CPRT Position: Q2 2024 in Review

Gladstone Institutional Advisory sold out of Copart (CPRT) in Q2 2024, closing a stake of 14,478 shares — an estimated $839K sold.

Gladstone Institutional Advisory first reported a position in CPRT in Q4 2020 and held it in 5 quarters. The position peaked at $839K in Q1 2024. 1,070 funds tracked by Wall St. Rank hold CPRT as of Q2 2024.

  • Gladstone Institutional Advisory reported no remaining Copart position as of Q2 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 14,478 Copart shares in Q2 2024, an estimated $839K.
  • Gladstone Institutional Advisory first reported a position in Copart in Q4 2020 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Copart position peaked at $839K in Q1 2024.
  • 1,070 funds tracked by Wall St. Rank held Copart as of Q2 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2024, filed 2 Aug 2024.