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Milestone Investment Advisors’s Copart CPRT Stock Holding History

Milestone Investment 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
Q4 		– Sell
-1,880
Closed -$81K – 194
2023
Q3 		$81K Buy
+1,880
New +$83.6K 0.02% 158
2023
Q2 		– Sell
-1,880
Closed -$70.7K – 188
2023
Q1 		$70.7K Buy
+1,880
New +$63.9K 0.02% 171

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 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Milestone Investment Advisors's CPRT Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Copart (CPRT) in Q4 2023, closing a stake of 1,880 shares — an estimated $81K sold.

Milestone Investment Advisors first reported a position in CPRT in Q1 2023 and held it in 2 quarters. The position peaked at $81K in Q3 2023. 1,046 funds tracked by Wall St. Rank hold CPRT as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Copart position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,880 Copart shares in Q4 2023, an estimated $81K.
  • Milestone Investment Advisors first reported a position in Copart in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Copart position peaked at $81K in Q3 2023.
  • 1,046 funds tracked by Wall St. Rank held Copart as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.