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Jamison Private Wealth Management’s Copart CPRT Stock Holding History

Jamison Private Wealth Management’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
-40
Closed -$2.32K – 447
2024
Q1 		$2.32K Buy
+40
New +$2.06K ﹤0.01% 391

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

Jamison Private Wealth Management's CPRT Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Copart (CPRT) in Q2 2024, closing a stake of 40 shares — an estimated $2.32K sold.

Jamison Private Wealth Management first reported a position in CPRT in Q1 2024 and held it in 1 quarter. The position peaked at $2.32K in Q1 2024. 1,070 funds tracked by Wall St. Rank hold CPRT as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Copart position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 40 Copart shares in Q2 2024, an estimated $2.32K.
  • Jamison Private Wealth Management first reported a position in Copart in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Copart position peaked at $2.32K in Q1 2024.
  • 1,070 funds tracked by Wall St. Rank held Copart as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.