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Vahanian & Associates Financial Planning’s Copart CPRT Stock Holding History

Vahanian & Associates Financial Planning’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 		$235K Hold
4,800
– – 0.93% 40
2023
Q3 		$207K Hold
4,800
– – 0.66% 56
2023
Q2 		$219K Buy
+4,800
New +$199K 0.69% 48

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vahanian & Associates Financial Planning's CPRT Position: Q4 2023 in Review

Vahanian & Associates Financial Planning held its Copart (CPRT) position steady in Q4 2023 at 4,800 shares worth $235K. The position accounts for 0.93% of the portfolio, ranked #40.

Vahanian & Associates Financial Planning first reported a position in CPRT in Q2 2023 and has held it in 3 quarters since. 1,046 funds tracked by Wall St. Rank hold CPRT as of Q4 2023.

  • Vahanian & Associates Financial Planning held 4,800 shares of Copart worth $235K as of Q4 2023.
  • Vahanian & Associates Financial Planning left its Copart share count unchanged in Q4 2023.
  • Copart made up 0.93% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #40 holding.
  • Vahanian & Associates Financial Planning first reported a position in Copart in Q2 2023 and has held it in 3 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Copart as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.