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SOA Wealth Advisors’s Copart CPRT Stock Holding History

SOA 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
2024
Q2 		– Sell
-4
Closed -$232 – 865
2024
Q1 		$232 Hold
4
– – ﹤0.01% 850
2023
Q4 		$196 Hold
4
– – ﹤0.01% 852
2023
Q3 		$172 Hold
4
– – ﹤0.01% 883
2023
Q2 		$182 Hold
4
– – ﹤0.01% 882
2023
Q1 		$150 Hold
4
– – ﹤0.01% 920
2022
Q4 		$122 Hold
4
– – ﹤0.01% 929
2022
Q3 		$0 Hold
4
– – ﹤0.01% 847
2022
Q2 		$0 Hold
4
– – ﹤0.01% 844
2022
Q1 		$0 Hold
4
– – ﹤0.01% 914
2021
Q4 		$0 Hold
4
– – ﹤0.01% 889
2021
Q3 		$0 Hold
4
– – ﹤0.01% 903
2021
Q2 		$0 Buy
+4
New +$124 ﹤0.01% 873

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SOA Wealth Advisors's CPRT Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Copart (CPRT) in Q2 2024, closing a stake of 4 shares — an estimated $232 sold.

SOA Wealth Advisors first reported a position in CPRT in Q2 2021 and held it in 12 quarters. The position peaked at $232 in Q1 2024. 1,070 funds tracked by Wall St. Rank hold CPRT as of Q2 2024.

  • SOA Wealth Advisors reported no remaining Copart position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 4 Copart shares in Q2 2024, an estimated $232.
  • SOA Wealth Advisors first reported a position in Copart in Q2 2021 and held it in 12 quarters.
  • SOA Wealth Advisors's Copart position peaked at $232 in Q1 2024.
  • 1,070 funds tracked by Wall St. Rank held Copart as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.