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WR Wealth Planners’s Copart CPRT Stock Holding History

WR Wealth Planners’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
Q4 		$3.73K Buy
65
+20
+44% +$1.14K ﹤0.01% 750
2024
Q3 		$2.36K Hold
45
– – ﹤0.01% 876
2024
Q2 		$2.44K Buy
45
+10
+29% +$546 ﹤0.01% 850
2024
Q1 		$2.03K Buy
+35
New +$1.8K ﹤0.01% 882

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's CPRT Position: Q4 2024 in Review

WR Wealth Planners increased its Copart (CPRT) stake by 44% in Q4 2024, buying an estimated $1.14K and bringing the position to 65 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

WR Wealth Planners first reported a position in CPRT in Q1 2024 and has held it in 4 quarters since. 1,170 funds tracked by Wall St. Rank hold CPRT as of Q4 2024.

  • WR Wealth Planners held 65 shares of Copart worth $3.73K as of Q4 2024.
  • WR Wealth Planners bought 20 Copart shares in Q4 2024, an estimated $1.14K.
  • Copart made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #750 holding.
  • WR Wealth Planners first reported a position in Copart in Q1 2024 and has held it in 4 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Copart as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.