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Biltmore Wealth Management’s CarMax KMX Stock Holding History

Biltmore 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
2020
Q2 		– Sell
-5,723
Closed -$502K – 52
2020
Q1 		$502K Hold
5,723
– – 0.24% 24
2019
Q4 		$502K Sell
5,723
-372
-6% -$35K 0.24% 24
2019
Q3 		$536K Sell
6,095
-155
-2% -$13.3K 0.26% 24
2019
Q2 		$543K Buy
+6,250
New +$489K 0.27% 24

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Biltmore Wealth Management's KMX Position: Q2 2020 in Review

Biltmore Wealth Management sold out of CarMax (KMX) in Q2 2020, closing a stake of 5,723 shares — an estimated $502K sold.

Biltmore Wealth Management first reported a position in KMX in Q2 2019 and held it in 4 quarters. The position peaked at $543K in Q2 2019. 593 funds tracked by Wall St. Rank hold KMX as of Q2 2020.

  • Biltmore Wealth Management reported no remaining CarMax position as of Q2 2020 after selling out during the quarter.
  • Biltmore Wealth Management sold 5,723 CarMax shares in Q2 2020, an estimated $502K.
  • Biltmore Wealth Management first reported a position in CarMax in Q2 2019 and held it in 4 quarters.
  • Biltmore Wealth Management's CarMax position peaked at $543K in Q2 2019.
  • 593 funds tracked by Wall St. Rank held CarMax as of Q2 2020.

Based on Biltmore Wealth Management's 13F filing for Q2 2020, filed 13 Jul 2020.