KWM
CPRT icon

Kolinsky Wealth Management’s Copart CPRT Stock Holding History

Kolinsky 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
Q4 		$342K Buy
5,963
+722
+14% +$41.1K 0.21% 104
2024
Q3 		$275K Buy
5,241
+128
+3% +$6.65K 0.18% 126
2024
Q2 		$277K Sell
5,113
-255
-5% -$13.9K 0.2% 118
2024
Q1 		$311K Sell
5,368
-84
-2% -$4.32K 0.24% 101
2023
Q4 		$267K Sell
5,452
-224
-4% -$10.6K 0.24% 105
2023
Q3 		$245K Sell
5,676
-236
-4% -$10.5K 0.24% 101
2023
Q2 		$267K Sell
5,912
-676
-10% -$28K 0.25% 99
2023
Q1 		$248K Sell
6,588
-602
-8% -$20.5K 0.26% 102
2022
Q4 		$219K Buy
+7,190
New +$215K 0.25% 112

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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