Beacon Pointe Advisors’s CarMax KMX Stock Holding History

Beacon Pointe 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
2024 Q3	–	Sell	-14,012	Closed	-$1.03M	–	1270
2024 Q2	$1.03M	Sell	14,012 -2,063	-13%	-$149K	0.01%	632
2024 Q1	$1.4M	Buy	16,075 +2,548	+19%	+$193K	0.02%	582
2023 Q4	$1.04M	Buy	13,527 +1,090	+9%	+$73.3K	0.01%	652
2023 Q3	$880K	Buy	12,437 +2,125	+21%	+$174K	0.01%	672
2023 Q2	$863K	Sell	10,312 -524	-5%	-$38.4K	0.01%	564
2023 Q1	$697K	Buy	10,836 +7,177	+196%	+$480K	0.01%	650
2022 Q4	$223K	Buy	+3,659	New	+$235K	﹤0.01%	957
2022 Q2	–	Sell	-2,429	Closed	-$234K	–	1153
2022 Q1	$234K	Buy	2,429 +358	+17%	+$38.5K	﹤0.01%	1070
2021 Q4	$270K	Buy	2,071 +156	+8%	+$21.8K	0.01%	773
2021 Q3	$245K	Buy	+1,915	New	+$255K	0.01%	781

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

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

Norges Bank Oslo, Norway $935B AUM

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Beacon Pointe Advisors's KMX Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of CarMax (KMX) in Q3 2024, closing a stake of 14,012 shares — an estimated $1.03M sold.

Beacon Pointe Advisors first reported a position in KMX in Q3 2021 and held it in 10 quarters. The position peaked at $1.4M in Q1 2024. 740 funds tracked by Wall St. Rank hold KMX as of Q3 2024.

Beacon Pointe Advisors reported no remaining CarMax position as of Q3 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 14,012 CarMax shares in Q3 2024, an estimated $1.03M.
Beacon Pointe Advisors first reported a position in CarMax in Q3 2021 and held it in 10 quarters.
Beacon Pointe Advisors's CarMax position peaked at $1.4M in Q1 2024.
740 funds tracked by Wall St. Rank held CarMax as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.