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Archford Capital Strategies’s CarMax KMX Stock Holding History

Archford Capital Strategies’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,018
Closed -$1.49M – 271
2023
Q3 		$1.49M Sell
21,018
-196
-0.9% -$16.1K 0.3% 85
2023
Q2 		$1.78M Buy
21,214
+86
+0.4% +$6.3K 0.34% 70
2023
Q1 		$1.32M Buy
21,128
+4,620
+28% +$309K 0.28% 87
2022
Q4 		$1.01M Buy
16,508
+259
+2% +$16.6K 0.23% 106
2022
Q3 		$1.07M Buy
16,249
+810
+5% +$74K 0.28% 92
2022
Q2 		$1.4M Buy
15,439
+1,698
+12% +$160K 0.35% 74
2022
Q1 		$1.37M Buy
13,741
+9,287
+209% +$999K 0.31% 82
2021
Q4 		$580K Buy
4,454
+359
+9% +$50.3K 0.13% 166
2021
Q3 		$524K Buy
4,095
+738
+22% +$98.2K 0.12% 181
2021
Q2 		$434K Buy
3,357
+271
+9% +$33.5K 0.11% 198
2021
Q1 		$399K Sell
3,086
-19
-0.6% -$2.31K 0.11% 204
2020
Q4 		$317K Buy
3,105
+59
+2% +$5.53K 0.07% 227
2020
Q3 		$280K Sell
3,046
-220
-7% -$22K 0.08% 221
2020
Q2 		$292K Buy
+3,266
New +$256K 0.09% 208
2020
Q1 		– Sell
-2,491
Closed -$218K – 226
2019
Q4 		$218K Sell
2,491
-102
-4% -$9.6K 0.08% 206
2019
Q3 		$228K Buy
2,593
+83
+3% +$7.12K 0.09% 202
2019
Q2 		$218K Sell
2,510
-253
-9% -$19.8K 0.08% 205
2019
Q1 		$193K Buy
2,763
+121
+5% +$7.46K 0.07% 211
2018
Q4 		$166K Buy
2,642
+419
+19% +$27.7K 0.07% 204
2018
Q3 		$166K Buy
2,223
+111
+5% +$8.47K 0.06% 214
2018
Q2 		$154K Buy
2,112
+549
+35% +$36.7K 0.05% 219
2018
Q1 		$100K Buy
+1,563
New +$102K 0.04% 167
2017
Q2 		– Sell
-1,264
Closed -$75K – 420
2017
Q1 		$75K Buy
1,264
+622
+97% +$40.4K 0.03% 259
2016
Q4 		$41K Buy
+642
New +$36K 0.02% 265

Other funds holding KMX

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Archford Capital Strategies's KMX Position: Q4 2023 in Review

Archford Capital Strategies sold out of CarMax (KMX) in Q4 2023, closing a stake of 21,018 shares — an estimated $1.49M sold.

Archford Capital Strategies first reported a position in KMX in Q4 2016 and held it in 24 quarters. The position peaked at $1.78M in Q2 2023. 705 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

  • Archford Capital Strategies reported no remaining CarMax position as of Q4 2023 after selling out during the quarter.
  • Archford Capital Strategies sold 21,018 CarMax shares in Q4 2023, an estimated $1.49M.
  • Archford Capital Strategies first reported a position in CarMax in Q4 2016 and held it in 24 quarters.
  • Archford Capital Strategies's CarMax position peaked at $1.78M in Q2 2023.
  • 705 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on Archford Capital Strategies's 13F filing for Q4 2023, filed 12 Jan 2024.