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LVW Advisors’s Copart CPRT Stock Holding History

LVW 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
2023
Q1 		– Sell
-23,000
Closed -$700K – 236
2022
Q4 		$700K Sell
23,000
-1,512
-6% -$45.3K 0.14% 113
2022
Q3 		$652K Buy
24,512
+284
+1% +$8.46K 0.15% 108
2022
Q2 		$658K Buy
24,228
+1,052
+5% +$29.9K 0.13% 112
2022
Q1 		$727K Sell
23,176
-1,336
-5% -$42.4K 0.12% 115
2021
Q4 		$929K Sell
24,512
-212
-0.9% -$7.87K 0.16% 99
2021
Q3 		$857K Buy
24,724
+284
+1% +$10.1K 0.15% 111
2021
Q2 		$805K Sell
24,440
-1,136
-4% -$35.2K 0.14% 106
2021
Q1 		$694K Buy
25,576
+8,100
+46% +$228K 0.13% 116
2020
Q4 		$556K Buy
17,476
+628
+4% +$18.3K 0.11% 108
2020
Q3 		$443K Buy
16,848
+5,936
+54% +$144K 0.1% 113
2020
Q2 		$227K Buy
+10,912
New +$219K 0.05% 174

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LVW Advisors's CPRT Position: Q1 2023 in Review

LVW Advisors sold out of Copart (CPRT) in Q1 2023, closing a stake of 23,000 shares — an estimated $700K sold.

LVW Advisors first reported a position in CPRT in Q2 2020 and held it in 11 quarters. The position peaked at $929K in Q4 2021. 896 funds tracked by Wall St. Rank hold CPRT as of Q1 2023.

  • LVW Advisors reported no remaining Copart position as of Q1 2023 after selling out during the quarter.
  • LVW Advisors sold 23,000 Copart shares in Q1 2023, an estimated $700K.
  • LVW Advisors first reported a position in Copart in Q2 2020 and held it in 11 quarters.
  • LVW Advisors's Copart position peaked at $929K in Q4 2021.
  • 896 funds tracked by Wall St. Rank held Copart as of Q1 2023.

Based on LVW Advisors's 13F filing for Q1 2023, filed 3 May 2023.