Beacon Financial Advisory’s CarMax KMX Stock Holding History

Beacon Financial Advisory’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
2024 Q1	–	Sell	-4,899	Closed	-$376K	–	265
2023 Q4	$376K	Sell	4,899 -5	-0.1%	-$336	0.18%	155
2023 Q3	$347K	Buy	4,904 +54	+1%	+$4.42K	0.19%	149
2023 Q2	$406K	Buy	4,850 +339	+8%	+$24.8K	0.23%	135
2023 Q1	$290K	Buy	4,511 +276	+7%	+$18.5K	0.18%	154
2022 Q4	$258K	Hold	4,235	–	–	0.18%	155
2022 Q3	$280K	Sell	4,235 -11	-0.3%	-$1K	0.2%	148
2022 Q2	$384K	Buy	4,246 +11	+0.3%	+$1.03K	0.22%	138
2022 Q1	$409K	Hold	4,235	–	–	0.2%	145
2021 Q4	$552K	Hold	4,235	–	–	0.25%	119
2021 Q3	$542K	Hold	4,235	–	–	0.28%	114
2021 Q2	$547K	Hold	4,235	–	–	0.29%	113
2021 Q1	$562K	Hold	4,235	–	–	0.32%	103
2020 Q4	$400K	Hold	4,235	–	–	0.26%	118
2020 Q3	$389K	Hold	4,235	–	–	0.34%	100
2020 Q2	$379K	Hold	4,235	–	–	0.41%	78
2020 Q1	$227K	Hold	4,235	–	–	0.29%	113
2019 Q4	$371K	Buy	+4,235	New	+$398K	0.32%	89

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

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

Beacon Financial Advisory's KMX Position: Q1 2024 in Review

Beacon Financial Advisory sold out of CarMax (KMX) in Q1 2024, closing a stake of 4,899 shares — an estimated $376K sold.

Beacon Financial Advisory first reported a position in KMX in Q4 2019 and held it in 17 quarters. The position peaked at $562K in Q1 2021. 716 funds tracked by Wall St. Rank hold KMX as of Q1 2024.

Beacon Financial Advisory reported no remaining CarMax position as of Q1 2024 after selling out during the quarter.
Beacon Financial Advisory sold 4,899 CarMax shares in Q1 2024, an estimated $376K.
Beacon Financial Advisory first reported a position in CarMax in Q4 2019 and held it in 17 quarters.
Beacon Financial Advisory's CarMax position peaked at $562K in Q1 2021.
716 funds tracked by Wall St. Rank held CarMax as of Q1 2024.

Based on Beacon Financial Advisory's 13F filing for Q1 2024, filed 1 May 2024.