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WealthPLAN Partners’s Copart CPRT Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-78
Closed -$3.56K – 464
2023
Q2 		$3.56K Buy
+78
New +$3.23K ﹤0.01% 970
2016
Q3 		– Sell
-864
Closed -$2.65K – 972
2016
Q2 		$2.65K Buy
+864
New +$4.85K ﹤0.01% 2180

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthPLAN Partners's CPRT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Copart (CPRT) in Q3 2023, closing a stake of 78 shares — an estimated $3.56K sold.

WealthPLAN Partners first reported a position in CPRT in Q2 2016 and held it in 2 quarters. The position peaked at $3.56K in Q2 2023. 983 funds tracked by Wall St. Rank hold CPRT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Copart position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 78 Copart shares in Q3 2023, an estimated $3.56K.
  • WealthPLAN Partners first reported a position in Copart in Q2 2016 and held it in 2 quarters.
  • WealthPLAN Partners's Copart position peaked at $3.56K in Q2 2023.
  • 983 funds tracked by Wall St. Rank held Copart as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.