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National Wealth Management Group’s Copart CPRT Stock Holding History

National Wealth Management Group’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
Q2 		– Sell
-19,716
Closed -$806K – 136
2023
Q1 		$806K Buy
19,716
+9,046
+85% +$308K 0.92% 31
2022
Q4 		$325K Buy
+10,670
New +$319K 0.39% 87

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

National Wealth Management Group's CPRT Position: Q2 2023 in Review

National Wealth Management Group sold out of Copart (CPRT) in Q2 2023, closing a stake of 19,716 shares — an estimated $806K sold.

National Wealth Management Group first reported a position in CPRT in Q4 2022 and held it in 2 quarters. The position peaked at $806K in Q1 2023. 965 funds tracked by Wall St. Rank hold CPRT as of Q2 2023.

  • National Wealth Management Group reported no remaining Copart position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 19,716 Copart shares in Q2 2023, an estimated $806K.
  • National Wealth Management Group first reported a position in Copart in Q4 2022 and held it in 2 quarters.
  • National Wealth Management Group's Copart position peaked at $806K in Q1 2023.
  • 965 funds tracked by Wall St. Rank held Copart as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.