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Partnership Wealth Management’s Copart CPRT Stock Holding History

Partnership Wealth Management’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
-362
Closed -$19K – 95
2024
Q3 		$19K Hold
362
– – 0.01% 146
2024
Q2 		$19.6K Hold
362
– – 0.01% 172
2024
Q1 		$21K Hold
362
– – 0.01% 172
2023
Q4 		$17.4K Buy
+362
New +$17.1K 0.01% 176

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

Partnership Wealth Management's CPRT Position: Q4 2024 in Review

Partnership Wealth Management sold out of Copart (CPRT) in Q4 2024, closing a stake of 362 shares — an estimated $19K sold.

Partnership Wealth Management first reported a position in CPRT in Q4 2023 and held it in 4 quarters. The position peaked at $21K in Q1 2024. 1,169 funds tracked by Wall St. Rank hold CPRT as of Q4 2024.

  • Partnership Wealth Management reported no remaining Copart position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 362 Copart shares in Q4 2024, an estimated $19K.
  • Partnership Wealth Management first reported a position in Copart in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Copart position peaked at $21K in Q1 2024.
  • 1,169 funds tracked by Wall St. Rank held Copart as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.