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TriaGen Wealth Management’s Copart CPRT Stock Holding History

TriaGen 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
2022
Q1 		– Sell
-69,344
Closed -$2.63M – 173
2021
Q4 		$2.63M Hold
69,344
– – 1.3% 13
2021
Q3 		$2.4M Hold
69,344
– – 1.31% 11
2021
Q2 		$2.55M Sell
69,344
-752
-1% -$23.3K 1.31% 12
2021
Q1 		$1.9M Sell
70,096
-64
-0.1% -$1.8K 1.09% 28
2020
Q4 		$2.23M Buy
+70,160
New +$2.04M 1.31% 18

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TriaGen Wealth Management's CPRT Position: Q1 2022 in Review

TriaGen Wealth Management sold out of Copart (CPRT) in Q1 2022, closing a stake of 69,344 shares — an estimated $2.63M sold.

TriaGen Wealth Management first reported a position in CPRT in Q4 2020 and held it in 5 quarters. The position peaked at $2.63M in Q4 2021. 805 funds tracked by Wall St. Rank hold CPRT as of Q1 2022.

  • TriaGen Wealth Management reported no remaining Copart position as of Q1 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 69,344 Copart shares in Q1 2022, an estimated $2.63M.
  • TriaGen Wealth Management first reported a position in Copart in Q4 2020 and held it in 5 quarters.
  • TriaGen Wealth Management's Copart position peaked at $2.63M in Q4 2021.
  • 805 funds tracked by Wall St. Rank held Copart as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.