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Phoenix Wealth Advisors’s Copart CPRT Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-1,000
Closed -$35K – 164
2021
Q3 		$35K Hold
1,000
– – 0.03% 218
2021
Q2 		$34K Hold
1,000
– – 0.02% 212
2021
Q1 		$28K Hold
1,000
– – 0.02% 229
2020
Q4 		$32K Buy
+1,000
New +$29.1K 0.02% 220

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Phoenix Wealth Advisors's CPRT Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Copart (CPRT) in Q4 2021, closing a stake of 1,000 shares — an estimated $35K sold.

Phoenix Wealth Advisors first reported a position in CPRT in Q4 2020 and held it in 4 quarters. The position peaked at $35K in Q3 2021. 847 funds tracked by Wall St. Rank hold CPRT as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Copart position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,000 Copart shares in Q4 2021, an estimated $35K.
  • Phoenix Wealth Advisors first reported a position in Copart in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Copart position peaked at $35K in Q3 2021.
  • 847 funds tracked by Wall St. Rank held Copart as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.