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Liberty Wealth Management’s Copart CPRT Stock Holding History

Liberty 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
2021
Q4 		– Sell
-768
Closed -$28K – 349
2021
Q3 		$28K Buy
768
+716
+1,377% +$25.6K 0.01% 560
2021
Q2 		$2K Buy
+52
New +$1.61K ﹤0.01% 907
2020
Q2 		– Sell
-88
Closed -$1K – 875
2020
Q1 		$1K Buy
+88
New +$1.96K ﹤0.01% 777

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Liberty Wealth Management's CPRT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Copart (CPRT) in Q4 2021, closing a stake of 768 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in CPRT in Q1 2020 and held it in 3 quarters. The position peaked at $28K in Q3 2021. 847 funds tracked by Wall St. Rank hold CPRT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Copart position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 768 Copart shares in Q4 2021, an estimated $28K.
  • Liberty Wealth Management first reported a position in Copart in Q1 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Copart position peaked at $28K in Q3 2021.
  • 847 funds tracked by Wall St. Rank held Copart as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.