OWMIAS
CPRT icon

One Wealth Management Investment & Advisory Services’s Copart CPRT Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-4,159
Closed -$225K – 61
2024
Q2 		$225K Sell
4,159
-15
-0.4% -$819 0.09% 113
2024
Q1 		$242K Buy
4,174
+65
+2% +$3.34K 0.1% 111
2023
Q4 		$201K Buy
+4,109
New +$194K 0.09% 121

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's CPRT Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Copart (CPRT) in Q3 2024, closing a stake of 4,159 shares — an estimated $225K sold.

One Wealth Management Investment & Advisory Services first reported a position in CPRT in Q4 2023 and held it in 3 quarters. The position peaked at $242K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold CPRT as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Copart position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 4,159 Copart shares in Q3 2024, an estimated $225K.
  • One Wealth Management Investment & Advisory Services first reported a position in Copart in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Copart position peaked at $242K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Copart as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.