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Planned Solutions’s Copart CPRT Stock Holding History

Planned Solutions’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
-2,160
Closed -$113K – 217
2024
Q3 		$113K Buy
+2,160
New +$112K 0.05% 186
2024
Q1 		– Sell
-2,160
Closed -$106K – 185
2023
Q4 		$106K Buy
+2,160
New +$102K 0.05% 181
2021
Q1 		– Sell
-1,600
Closed -$51K – 132
2020
Q4 		$51K Buy
+1,600
New +$46.6K 0.04% 192

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

Planned Solutions's CPRT Position: Q4 2024 in Review

Planned Solutions sold out of Copart (CPRT) in Q4 2024, closing a stake of 2,160 shares — an estimated $113K sold.

Planned Solutions first reported a position in CPRT in Q4 2020 and held it in 3 quarters. The position peaked at $113K in Q3 2024. 1,169 funds tracked by Wall St. Rank hold CPRT as of Q4 2024.

  • Planned Solutions reported no remaining Copart position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 2,160 Copart shares in Q4 2024, an estimated $113K.
  • Planned Solutions first reported a position in Copart in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Copart position peaked at $113K in Q3 2024.
  • 1,169 funds tracked by Wall St. Rank held Copart as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.