Toth Financial Advisory’s Copart CPRT Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-140	Closed	-$6.03K	–	737
2023 Q3	$6.03K	Buy	+140	New	+$6.22K	﹤0.01%	506
2021 Q1	–	Sell	-28,000	Closed	-$891K	–	681
2020 Q4	$891K	Sell	28,000 -2,300	-8%	-$67K	0.15%	112
2020 Q3	$797K	Buy	+30,300	New	+$734K	0.15%	108
2020 Q1	–	Sell	-17,200	Closed	-$391K	–	464
2019 Q4	$391K	Hold	17,200	–	–	0.08%	143
2019 Q3	$345K	Hold	17,200	–	–	0.08%	127
2019 Q2	$321K	Buy	+17,200	New	+$295K	0.07%	137

Other funds holding CPRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Toth Financial Advisory's CPRT Position: Q4 2023 in Review

Toth Financial Advisory sold out of Copart (CPRT) in Q4 2023, closing a stake of 140 shares — an estimated $6.03K sold.

Toth Financial Advisory first reported a position in CPRT in Q2 2019 and held it in 6 quarters. The position peaked at $891K in Q4 2020. 1,046 funds tracked by Wall St. Rank hold CPRT as of Q4 2023.

Toth Financial Advisory reported no remaining Copart position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 140 Copart shares in Q4 2023, an estimated $6.03K.
Toth Financial Advisory first reported a position in Copart in Q2 2019 and held it in 6 quarters.
Toth Financial Advisory's Copart position peaked at $891K in Q4 2020.
1,046 funds tracked by Wall St. Rank held Copart as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.