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Kiely Wealth Advisory Group’s Copart CPRT Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$12.7K Hold
216
– – 0.01% 187
2024
Q3 		$12.4K Hold
216
– – 0.01% 188
2024
Q2 		$10.8K Hold
216
– – 0.01% 181
2024
Q1 		$12.1K Hold
216
– – 0.01% 158
2023
Q4 		$10.5K Buy
+216
New +$10.2K 0.01% 168

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiely Wealth Advisory Group's CPRT Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Copart (CPRT) position steady in Q4 2024 at 216 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #187.

Kiely Wealth Advisory Group first reported a position in CPRT in Q4 2023 and has held it in 5 quarters since. 1,169 funds tracked by Wall St. Rank hold CPRT as of Q4 2024.

  • Kiely Wealth Advisory Group held 216 shares of Copart worth $12.7K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Copart share count unchanged in Q4 2024.
  • Copart made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #187 holding.
  • Kiely Wealth Advisory Group first reported a position in Copart in Q4 2023 and has held it in 5 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Copart as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.