Ownership history in Concord Wealth Partners Β· 11 quarters on record
This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in COPART INC (CPRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Concord Wealth Partners outperformed the S&P 500 by +0.1% annually on this CPRT position. Timing score: 50% (2/4 decisions correct). Average cost basis: $34.06. Maximum drawdown during holding period: β28.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $27.15 (2021 Q1) Β· Worst: $37.90 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
3 adds Β· 1 trim. Bought during 0 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size