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Unique Wealth Strategies’s Copart CPRT Stock Holding History

Unique Wealth Strategies’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
-103
Closed -$5.97K – 309
2024
Q2 		$5.97K Buy
+103
New +$5.62K ﹤0.01% 376

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

Unique Wealth Strategies's CPRT Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Copart (CPRT) in Q3 2024, closing a stake of 103 shares — an estimated $5.97K sold.

Unique Wealth Strategies first reported a position in CPRT in Q2 2024 and held it in 1 quarter. The position peaked at $5.97K in Q2 2024. 1,085 funds tracked by Wall St. Rank hold CPRT as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Copart position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 103 Copart shares in Q3 2024, an estimated $5.97K.
  • Unique Wealth Strategies first reported a position in Copart in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Copart position peaked at $5.97K in Q2 2024.
  • 1,085 funds tracked by Wall St. Rank held Copart as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.