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McGlone Suttner Wealth Management’s Copart CPRT Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-808
Closed -$39.6K – 293
2023
Q4 		$39.6K Buy
+808
New +$38.2K 0.01% 311

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McGlone Suttner Wealth Management's CPRT Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Copart (CPRT) in Q1 2024, closing a stake of 808 shares — an estimated $39.6K sold.

McGlone Suttner Wealth Management first reported a position in CPRT in Q4 2023 and held it in 1 quarter. The position peaked at $39.6K in Q4 2023. 1,071 funds tracked by Wall St. Rank hold CPRT as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Copart position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 808 Copart shares in Q1 2024, an estimated $39.6K.
  • McGlone Suttner Wealth Management first reported a position in Copart in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Copart position peaked at $39.6K in Q4 2023.
  • 1,071 funds tracked by Wall St. Rank held Copart as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.