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Pacific Capital Wealth Advisors’s Copart CPRT Stock Holding History

Pacific Capital Wealth 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
2024
Q4 		– Sell
-35
Closed -$1.83K – 423
2024
Q3 		$1.83K Sell
35
-109
-76% -$5.66K ﹤0.01% 407
2024
Q2 		$7.8K Buy
+144
New +$7.86K ﹤0.01% 339

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacific Capital Wealth Advisors's CPRT Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Copart (CPRT) in Q4 2024, closing a stake of 35 shares — an estimated $1.83K sold.

Pacific Capital Wealth Advisors first reported a position in CPRT in Q2 2024 and held it in 2 quarters. The position peaked at $7.8K in Q2 2024. 1,169 funds tracked by Wall St. Rank hold CPRT as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Copart position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 35 Copart shares in Q4 2024, an estimated $1.83K.
  • Pacific Capital Wealth Advisors first reported a position in Copart in Q2 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Copart position peaked at $7.8K in Q2 2024.
  • 1,169 funds tracked by Wall St. Rank held Copart as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.