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Halpern Financial’s Copart CPRT Stock Holding History

Halpern Financial’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
Q3 		– Sell
-196
Closed -$8.94K – 223
2023
Q2 		$8.94K Buy
+196
New +$8.13K ﹤0.01% 163
2022
Q1 		– Sell
-256
Closed -$9.7K – 235
2021
Q4 		$9.7K Hold
256
– – ﹤0.01% 186
2021
Q3 		$8.88K Hold
256
– – ﹤0.01% 186
2021
Q2 		$8.44K Hold
256
– – ﹤0.01% 154
2021
Q1 		$6.95K Buy
+256
New +$7.22K ﹤0.01% 162

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Halpern Financial's CPRT Position: Q3 2023 in Review

Halpern Financial sold out of Copart (CPRT) in Q3 2023, closing a stake of 196 shares — an estimated $8.94K sold.

Halpern Financial first reported a position in CPRT in Q1 2021 and held it in 5 quarters. The position peaked at $9.7K in Q4 2021. 982 funds tracked by Wall St. Rank hold CPRT as of Q3 2023.

  • Halpern Financial reported no remaining Copart position as of Q3 2023 after selling out during the quarter.
  • Halpern Financial sold 196 Copart shares in Q3 2023, an estimated $8.94K.
  • Halpern Financial first reported a position in Copart in Q1 2021 and held it in 5 quarters.
  • Halpern Financial's Copart position peaked at $9.7K in Q4 2021.
  • 982 funds tracked by Wall St. Rank held Copart as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.