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Lenox Wealth Advisors’s Copart CPRT Stock Holding History

Lenox 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
2022
Q1 		– Sell
-392
Closed -$15K – 809
2021
Q4 		$15K Buy
392
+36
+10% +$1.34K ﹤0.01% 445
2021
Q3 		$12K Hold
356
– – ﹤0.01% 443
2021
Q2 		$12K Hold
356
– – ﹤0.01% 437
2021
Q1 		$10K Sell
356
-356
-50% -$10K ﹤0.01% 418
2020
Q4 		$23K Buy
+712
New +$20.7K ﹤0.01% 295

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lenox Wealth Advisors's CPRT Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Copart (CPRT) in Q1 2022, closing a stake of 392 shares — an estimated $15K sold.

Lenox Wealth Advisors first reported a position in CPRT in Q4 2020 and held it in 5 quarters. The position peaked at $23K in Q4 2020. 805 funds tracked by Wall St. Rank hold CPRT as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Copart position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 392 Copart shares in Q1 2022, an estimated $15K.
  • Lenox Wealth Advisors first reported a position in Copart in Q4 2020 and held it in 5 quarters.
  • Lenox Wealth Advisors's Copart position peaked at $23K in Q4 2020.
  • 805 funds tracked by Wall St. Rank held Copart as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.