IBEX Wealth Advisors’s Copart CPRT Stock Holding History

IBEX Wealth 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 Q3	–	Sell	-188	Closed	-$10.2K	–	111
2024 Q2	$10.2K	Buy	+188	New	+$10.3K	﹤0.01%	227

Other funds holding CPRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IBEX Wealth Advisors's CPRT Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Copart (CPRT) in Q3 2024, closing a stake of 188 shares — an estimated $10.2K sold.

IBEX Wealth Advisors first reported a position in CPRT in Q2 2024 and held it in 1 quarter. The position peaked at $10.2K in Q2 2024. 1,085 funds tracked by Wall St. Rank hold CPRT as of Q3 2024.

IBEX Wealth Advisors reported no remaining Copart position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 188 Copart shares in Q3 2024, an estimated $10.2K.
IBEX Wealth Advisors first reported a position in Copart in Q2 2024 and held it in 1 quarter.
IBEX Wealth Advisors's Copart position peaked at $10.2K in Q2 2024.
1,085 funds tracked by Wall St. Rank held Copart as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.