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Spectrum Wealth Counsel’s Copart CPRT Stock Holding History

Spectrum Wealth Counsel’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
-260
Closed -$14.1K – 395
2024
Q2 		$14.1K Hold
260
– – ﹤0.01% 280
2024
Q1 		$15.1K Hold
260
– – ﹤0.01% 279
2023
Q4 		$12.7K Buy
+260
New +$12.3K ﹤0.01% 256

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

Spectrum Wealth Counsel's CPRT Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of Copart (CPRT) in Q3 2024, closing a stake of 260 shares — an estimated $14.1K sold.

Spectrum Wealth Counsel first reported a position in CPRT in Q4 2023 and held it in 3 quarters. The position peaked at $15.1K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold CPRT as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining Copart position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 260 Copart shares in Q3 2024, an estimated $14.1K.
  • Spectrum Wealth Counsel first reported a position in Copart in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's Copart position peaked at $15.1K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Copart as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.