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PFG Private Wealth Management’s Copart CPRT Stock Holding History

PFG Private 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
2022
Q1 		– Sell
-2,696
Closed -$102K – 307
2021
Q4 		$102K Buy
2,696
+280
+12% +$10.4K 0.05% 109
2021
Q3 		$84K Buy
+2,416
New +$86.3K 0.05% 94

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PFG Private Wealth Management's CPRT Position: Q1 2022 in Review

PFG Private Wealth Management sold out of Copart (CPRT) in Q1 2022, closing a stake of 2,696 shares — an estimated $102K sold.

PFG Private Wealth Management first reported a position in CPRT in Q3 2021 and held it in 2 quarters. The position peaked at $102K in Q4 2021. 805 funds tracked by Wall St. Rank hold CPRT as of Q1 2022.

  • PFG Private Wealth Management reported no remaining Copart position as of Q1 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 2,696 Copart shares in Q1 2022, an estimated $102K.
  • PFG Private Wealth Management first reported a position in Copart in Q3 2021 and held it in 2 quarters.
  • PFG Private Wealth Management's Copart position peaked at $102K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held Copart as of Q1 2022.

Based on PFG Private Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.