Tradition Wealth Management’s Copart CPRT Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-3,110	Closed	-$152K	–	545
2023 Q4	$152K	Hold	3,110	–	–	0.02%	370
2023 Q3	$134K	Hold	3,110	–	–	0.02%	371
2023 Q2	$142K	Buy	3,110 +10	+0.3%	+$415	0.02%	375
2023 Q1	$117K	Hold	3,100	–	–	0.01%	400
2022 Q4	$94K	Buy	3,100 +8	+0.3%	+$240	0.01%	392
2022 Q3	$82K	Buy	+3,092	New	+$92.1K	0.01%	395
2022 Q1	–	Sell	-7,448	Closed	-$282K	–	1164
2021 Q4	$282K	Hold	7,448	–	–	0.04%	251
2021 Q3	$258K	Hold	7,448	–	–	0.04%	240
2021 Q2	$245K	Buy	+7,448	New	+$231K	0.04%	254

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Tradition Wealth Management's CPRT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Copart (CPRT) in Q1 2024, closing a stake of 3,110 shares — an estimated $152K sold.

Tradition Wealth Management first reported a position in CPRT in Q2 2021 and held it in 9 quarters. The position peaked at $282K in Q4 2021. 1,071 funds tracked by Wall St. Rank hold CPRT as of Q1 2024.

Tradition Wealth Management reported no remaining Copart position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,110 Copart shares in Q1 2024, an estimated $152K.
Tradition Wealth Management first reported a position in Copart in Q2 2021 and held it in 9 quarters.
Tradition Wealth Management's Copart position peaked at $282K in Q4 2021.
1,071 funds tracked by Wall St. Rank held Copart as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.