BWM
KMX icon

BerganKDV Wealth Management’s CarMax KMX Stock Holding History

BerganKDV Wealth Management’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
2022
Q4 		– Sell
-56
Closed -$4K – 1077
2022
Q3 		$4K Hold
56
– – ﹤0.01% 715
2022
Q2 		$5K Hold
56
– – ﹤0.01% 702
2022
Q1 		$5K Sell
56
-2
-3% -$215 ﹤0.01% 726
2021
Q4 		$8K Hold
58
– – ﹤0.01% 703
2021
Q3 		$7K Buy
+58
New +$7.72K ﹤0.01% 696

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BerganKDV Wealth Management's KMX Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of CarMax (KMX) in Q4 2022, closing a stake of 56 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in KMX in Q3 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 657 funds tracked by Wall St. Rank hold KMX as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining CarMax position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 56 CarMax shares in Q4 2022, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in CarMax in Q3 2021 and held it in 5 quarters.
  • BerganKDV Wealth Management's CarMax position peaked at $8K in Q4 2021.
  • 657 funds tracked by Wall St. Rank held CarMax as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.