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Intercontinental Wealth Advisors’s Copart CPRT Stock Holding History

Intercontinental 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
2023
Q1 		– Sell
-16,658
Closed -$507K – 305
2022
Q4 		$507K Buy
16,658
+6
+0% +$180 0.15% 157
2022
Q3 		$443K Buy
16,652
+324
+2% +$9.65K 0.14% 171
2022
Q2 		$444K Sell
16,328
-224
-1% -$6.38K 0.12% 180
2022
Q1 		$519K Buy
16,552
+112
+0.7% +$3.56K 0.12% 175
2021
Q4 		$623K Buy
16,440
+7,036
+75% +$261K 0.13% 159
2021
Q3 		$326K Sell
9,404
-1,352
-13% -$48.3K 0.08% 220
2021
Q2 		$354K Buy
10,756
+1,644
+18% +$51K 0.07% 217
2021
Q1 		$247K Buy
9,112
+1,300
+17% +$36.6K 0.05% 240
2020
Q4 		$249K Buy
+7,812
New +$228K 0.06% 217

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intercontinental Wealth Advisors's CPRT Position: Q1 2023 in Review

Intercontinental Wealth Advisors sold out of Copart (CPRT) in Q1 2023, closing a stake of 16,658 shares — an estimated $507K sold.

Intercontinental Wealth Advisors first reported a position in CPRT in Q4 2020 and held it in 9 quarters. The position peaked at $623K in Q4 2021. 897 funds tracked by Wall St. Rank hold CPRT as of Q1 2023.

  • Intercontinental Wealth Advisors reported no remaining Copart position as of Q1 2023 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 16,658 Copart shares in Q1 2023, an estimated $507K.
  • Intercontinental Wealth Advisors first reported a position in Copart in Q4 2020 and held it in 9 quarters.
  • Intercontinental Wealth Advisors's Copart position peaked at $623K in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Copart as of Q1 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.