B. Riley Wealth Advisors’s CarMax KMX Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-4,640	Closed	-$388K	–	1586
2023 Q2	$388K	Buy	+4,640	New	+$340K	0.01%	990
2021 Q2	–	Sell	-2,128	Closed	-$276K	–	1413
2021 Q1	$276K	Buy	+2,128	New	+$259K	0.01%	1038
2014 Q3	–	Sell	-123	Closed	-$6.4K	–	1317
2014 Q2	$6.4K	Buy	+123	New	+$5.59K	﹤0.01%	1963

Other funds holding KMX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

B. Riley Wealth Advisors's KMX Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of CarMax (KMX) in Q3 2023, closing a stake of 4,640 shares — an estimated $388K sold.

B. Riley Wealth Advisors first reported a position in KMX in Q2 2014 and held it in 3 quarters. The position peaked at $388K in Q2 2023. 683 funds tracked by Wall St. Rank hold KMX as of Q3 2023.

B. Riley Wealth Advisors reported no remaining CarMax position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,640 CarMax shares in Q3 2023, an estimated $388K.
B. Riley Wealth Advisors first reported a position in CarMax in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's CarMax position peaked at $388K in Q2 2023.
683 funds tracked by Wall St. Rank held CarMax as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.