Synergy Asset Management’s Copart CPRT Stock Holding History

Synergy Asset Management’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
2025 Q1	–	Sell	-93	Closed	-$4.87K	–	215
2024 Q4	$4.87K	Buy	+93	New	+$5.3K	﹤0.01%	573

Other funds holding CPRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Synergy Asset Management's CPRT Position: Q1 2025 in Review

Synergy Asset Management sold out of Copart (CPRT) in Q1 2025, closing a stake of 93 shares — an estimated $4.87K sold.

Synergy Asset Management first reported a position in CPRT in Q4 2024 and held it in 1 quarter. The position peaked at $4.87K in Q4 2024. 1,194 funds tracked by Wall St. Rank hold CPRT as of Q1 2025.

Synergy Asset Management reported no remaining Copart position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 93 Copart shares in Q1 2025, an estimated $4.87K.
Synergy Asset Management first reported a position in Copart in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Copart position peaked at $4.87K in Q4 2024.
1,194 funds tracked by Wall St. Rank held Copart as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.