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Simplicity Wealth’s Copart CPRT Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-17,620
Closed -$954K – 638
2024
Q2 		$954K Buy
17,620
+444
+3% +$24.2K 0.02% 545
2024
Q1 		$995K Buy
+17,176
New +$883K 0.02% 521

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simplicity Wealth's CPRT Position: Q3 2024 in Review

Simplicity Wealth sold out of Copart (CPRT) in Q3 2024, closing a stake of 17,620 shares — an estimated $954K sold.

Simplicity Wealth first reported a position in CPRT in Q1 2024 and held it in 2 quarters. The position peaked at $995K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold CPRT as of Q3 2024.

  • Simplicity Wealth reported no remaining Copart position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 17,620 Copart shares in Q3 2024, an estimated $954K.
  • Simplicity Wealth first reported a position in Copart in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Copart position peaked at $995K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Copart as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.