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Heritage Wealth Management (Arizona)’s Copart CPRT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$1.06M Buy
34,784
+19,364
+126% +$580K 0.15% 111
2022
Q3 		$410K Buy
15,420
+656
+4% +$19.5K 0.13% 114
2022
Q2 		$401K Buy
14,764
+2,244
+18% +$63.9K 0.13% 117
2022
Q1 		$393K Buy
+12,520
New +$398K 0.11% 153
2021
Q3 		$216K Buy
6,224
+1,080
+21% +$38.6K 0.08% 201
2021
Q2 		$170K Buy
5,144
+2,888
+128% +$89.5K 0.06% 253
2021
Q1 		$61K Buy
+2,256
New +$63.6K 0.03% 337

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CPRT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Copart (CPRT) stake by 126% in Q4 2022, buying an estimated $580K and bringing the position to 34,784 shares worth $1.06M. The position accounts for 0.15% of the portfolio, ranked #111.

Heritage Wealth Management (Arizona) first reported a position in CPRT in Q1 2021 and has held it in 7 quarters since. 861 funds tracked by Wall St. Rank hold CPRT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 34,784 shares of Copart worth $1.06M as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 19,364 Copart shares in Q4 2022, an estimated $580K.
  • Copart made up 0.15% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #111 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Copart in Q1 2021 and has held it in 7 quarters since.
  • 861 funds tracked by Wall St. Rank held Copart as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.