Arete Wealth Advisors’s CarMax KMX Stock Holding History

Arete Wealth Advisors’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
2025 Q1	–	Sell	-4,000	Closed	-$327K	–	762
2024 Q4	$327K	Buy	4,000 +562	+16%	+$44.1K	0.02%	530
2024 Q3	$266K	Buy	3,438 +141	+4%	+$11.2K	0.02%	555
2024 Q2	$242K	Buy	+3,297	New	+$238K	0.02%	602

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Arete Wealth Advisors's KMX Position: Q1 2025 in Review

Arete Wealth Advisors sold out of CarMax (KMX) in Q1 2025, closing a stake of 4,000 shares — an estimated $327K sold.

Arete Wealth Advisors first reported a position in KMX in Q2 2024 and held it in 3 quarters. The position peaked at $327K in Q4 2024. 753 funds tracked by Wall St. Rank hold KMX as of Q1 2025.

Arete Wealth Advisors reported no remaining CarMax position as of Q1 2025 after selling out during the quarter.
Arete Wealth Advisors sold 4,000 CarMax shares in Q1 2025, an estimated $327K.
Arete Wealth Advisors first reported a position in CarMax in Q2 2024 and held it in 3 quarters.
Arete Wealth Advisors's CarMax position peaked at $327K in Q4 2024.
753 funds tracked by Wall St. Rank held CarMax as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.