Waldron Private Wealth’s Copart CPRT Stock Holding History

Waldron Private Wealth’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	-7,964	Closed	-$301K	–	405
2021 Q4	$301K	Hold	7,964	–	–	0.01%	310
2021 Q3	$276K	Hold	7,964	–	–	0.02%	297
2021 Q2	$262K	Hold	7,964	–	–	0.02%	292
2021 Q1	$216K	Hold	7,964	–	–	0.02%	287
2020 Q4	$253K	Hold	7,964	–	–	0.02%	253
2020 Q3	$209K	Buy	+7,964	New	+$193K	0.02%	252

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Waldron Private Wealth's CPRT Position: Q1 2022 in Review

Waldron Private Wealth sold out of Copart (CPRT) in Q1 2022, closing a stake of 7,964 shares — an estimated $301K sold.

Waldron Private Wealth first reported a position in CPRT in Q3 2020 and held it in 6 quarters. The position peaked at $301K in Q4 2021. 805 funds tracked by Wall St. Rank hold CPRT as of Q1 2022.

Waldron Private Wealth reported no remaining Copart position as of Q1 2022 after selling out during the quarter.
Waldron Private Wealth sold 7,964 Copart shares in Q1 2022, an estimated $301K.
Waldron Private Wealth first reported a position in Copart in Q3 2020 and held it in 6 quarters.
Waldron Private Wealth's Copart position peaked at $301K in Q4 2021.
805 funds tracked by Wall St. Rank held Copart as of Q1 2022.

Based on Waldron Private Wealth's 13F filing for Q1 2022, filed 4 May 2022.