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SYSTM Wealth Solutions’s Copart CPRT Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-18,075
Closed -$979K – 208
2024
Q2 		$979K Buy
18,075
+6
+0% +$328 0.22% 115
2024
Q1 		$1.05M Buy
18,069
+380
+2% +$19.5K 0.13% 187
2023
Q4 		$867K Buy
17,689
+1,103
+7% +$52.1K 0.12% 216
2023
Q3 		$715K Buy
16,586
+7,774
+88% +$346K 0.11% 229
2023
Q2 		$402K Sell
8,812
-17,162
-66% -$711K 0.05% 347
2023
Q1 		$977K Buy
25,974
+7,748
+43% +$263K 0.15% 179
2022
Q4 		$555K Buy
+18,226
New +$546K 0.07% 325

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

SYSTM Wealth Solutions's CPRT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Copart (CPRT) in Q3 2024, closing a stake of 18,075 shares — an estimated $979K sold.

SYSTM Wealth Solutions first reported a position in CPRT in Q4 2022 and held it in 7 quarters. The position peaked at $1.05M in Q1 2024. 1,085 funds tracked by Wall St. Rank hold CPRT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Copart position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 18,075 Copart shares in Q3 2024, an estimated $979K.
  • SYSTM Wealth Solutions first reported a position in Copart in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Copart position peaked at $1.05M in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Copart as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.