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CPRT icon

YorkBridge Wealth Partners’s Copart CPRT Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$336K Sell
11,026
-818
-7% -$24.5K 0.09% 165
2022
Q3 		$315K Buy
11,844
+208
+2% +$6.19K 0.08% 183
2022
Q2 		$316K Buy
11,636
+544
+5% +$15.5K 0.08% 181
2022
Q1 		$348K Sell
11,092
-604
-5% -$19.2K 0.08% 204
2021
Q4 		$443K Buy
11,696
+336
+3% +$12.5K 0.1% 163
2021
Q3 		$394K Buy
11,360
+948
+9% +$33.9K 0.1% 165
2021
Q2 		$343K Buy
10,412
+124
+1% +$3.84K 0.09% 183
2021
Q1 		$279K Buy
10,288
+3,364
+49% +$94.8K 0.08% 213
2020
Q4 		$220K Buy
+6,924
New +$202K 0.07% 195
2019
Q3 		– Sell
-8,916
Closed -$167K – 266
2019
Q2 		$167K Sell
8,916
-688
-7% -$11.8K 0.07% 201
2019
Q1 		$145K Buy
9,604
+320
+3% +$4.35K 0.07% 212
2018
Q4 		$111K Sell
9,284
-112
-1% -$1.38K 0.06% 234
2018
Q3 		$124K Sell
9,396
-828
-8% -$12.4K 0.06% 244
2018
Q2 		$145K Sell
10,224
-708
-6% -$9.59K 0.06% 220
2018
Q1 		$139K Buy
10,932
+616
+6% +$7.13K 0.06% 225
2017
Q4 		$108K Buy
+10,316
New +$100K 0.05% 276

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YorkBridge Wealth Partners's CPRT Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Copart (CPRT) stake by 6.9% in Q4 2022, selling an estimated $24.5K and leaving 11,026 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #165.

YorkBridge Wealth Partners first reported a position in CPRT in Q4 2017 and has held it in 16 quarters since. The position peaked at $443K in Q4 2021. 861 funds tracked by Wall St. Rank hold CPRT as of Q4 2022.

  • YorkBridge Wealth Partners held 11,026 shares of Copart worth $336K as of Q4 2022.
  • YorkBridge Wealth Partners sold 818 Copart shares in Q4 2022, an estimated $24.5K.
  • Copart made up 0.09% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #165 holding.
  • YorkBridge Wealth Partners first reported a position in Copart in Q4 2017 and has held it in 16 quarters since.
  • YorkBridge Wealth Partners's Copart position peaked at $443K in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Copart as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.