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BDO Wealth Advisors’s CarMax KMX Stock Holding History

BDO 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
Q2 		– Sell
-50
Closed -$3.21K – 1028
2023
Q1 		$3.21K Buy
+50
New +$3.35K ﹤0.01% 855
2021
Q3 		– Sell
-23
Closed -$3K – 1082
2021
Q2 		$3K Hold
23
– – ﹤0.01% 947
2021
Q1 		$3K Hold
23
– – ﹤0.01% 940
2020
Q4 		$2K Hold
23
– – ﹤0.01% 770
2020
Q3 		$2K Buy
+23
New +$2.3K ﹤0.01% 695

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BDO Wealth Advisors's KMX Position: Q2 2023 in Review

BDO Wealth Advisors sold out of CarMax (KMX) in Q2 2023, closing a stake of 50 shares — an estimated $3.21K sold.

BDO Wealth Advisors first reported a position in KMX in Q3 2020 and held it in 5 quarters. The position peaked at $3.21K in Q1 2023. 703 funds tracked by Wall St. Rank hold KMX as of Q2 2023.

  • BDO Wealth Advisors reported no remaining CarMax position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 50 CarMax shares in Q2 2023, an estimated $3.21K.
  • BDO Wealth Advisors first reported a position in CarMax in Q3 2020 and held it in 5 quarters.
  • BDO Wealth Advisors's CarMax position peaked at $3.21K in Q1 2023.
  • 703 funds tracked by Wall St. Rank held CarMax as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.