Thomas J. Herzfeld Advisors’s Copart CPRT Stock Holding History

Thomas J. Herzfeld 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
2023 Q1	–	Sell	-150	Closed	-$4.57K	–	326
2022 Q4	$4.57K	Buy	150 +6	+4%	+$180	﹤0.01%	239
2022 Q3	$4K	Hold	144	–	–	﹤0.01%	219
2022 Q2	$4K	Hold	144	–	–	﹤0.01%	230
2022 Q1	$5K	Hold	144	–	–	﹤0.01%	234
2021 Q4	$5K	Buy	144 +28	+24%	+$1.04K	﹤0.01%	266
2021 Q3	$4K	Hold	116	–	–	﹤0.01%	275
2021 Q2	$4K	Hold	116	–	–	﹤0.01%	281
2021 Q1	$3K	Buy	+116	New	+$3.27K	﹤0.01%	295

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Thomas J. Herzfeld Advisors's CPRT Position: Q1 2023 in Review

Thomas J. Herzfeld Advisors sold out of Copart (CPRT) in Q1 2023, closing a stake of 150 shares — an estimated $4.57K sold.

Thomas J. Herzfeld Advisors first reported a position in CPRT in Q1 2021 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 896 funds tracked by Wall St. Rank hold CPRT as of Q1 2023.

Thomas J. Herzfeld Advisors reported no remaining Copart position as of Q1 2023 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 150 Copart shares in Q1 2023, an estimated $4.57K.
Thomas J. Herzfeld Advisors first reported a position in Copart in Q1 2021 and held it in 8 quarters.
Thomas J. Herzfeld Advisors's Copart position peaked at $5K in Q1 2022.
896 funds tracked by Wall St. Rank held Copart as of Q1 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q1 2023, filed 15 May 2023.