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Mosaic Family Wealth Partners’s Copart CPRT Stock Holding History

Mosaic Family Wealth Partners’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
-4,240
Closed -$208K – 206
2023
Q4 		$208K Buy
+4,240
New +$200K 0.04% 188

Other funds holding CPRT

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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

Mosaic Family Wealth Partners's CPRT Position: Q1 2024 in Review

Mosaic Family Wealth Partners sold out of Copart (CPRT) in Q1 2024, closing a stake of 4,240 shares — an estimated $208K sold.

Mosaic Family Wealth Partners first reported a position in CPRT in Q4 2023 and held it in 1 quarter. The position peaked at $208K in Q4 2023. 1,071 funds tracked by Wall St. Rank hold CPRT as of Q1 2024.

  • Mosaic Family Wealth Partners reported no remaining Copart position as of Q1 2024 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 4,240 Copart shares in Q1 2024, an estimated $208K.
  • Mosaic Family Wealth Partners first reported a position in Copart in Q4 2023 and held it in 1 quarter.
  • Mosaic Family Wealth Partners's Copart position peaked at $208K in Q4 2023.
  • 1,071 funds tracked by Wall St. Rank held Copart as of Q1 2024.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2024, filed 13 Jun 2024.