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Carson Advisory’s CarMax KMX Stock Holding History

Carson 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
Q2 		– Sell
-2,995
Closed -$261K – 174
2024
Q1 		$261K Hold
2,995
– – 0.18% 133
2023
Q4 		$230K Sell
2,995
-3,769
-56% -$253K 0.18% 135
2023
Q3 		$478K Sell
6,764
-234
-3% -$19.2K 0.42% 81
2023
Q2 		$586K Buy
6,998
+3,810
+120% +$279K 0.49% 67
2023
Q1 		$205K Buy
+3,188
New +$213K 0.18% 137
2022
Q4 		– Sell
-3,188
Closed -$210K – 141
2022
Q3 		$210K Sell
3,188
-1,149
-26% -$105K 0.23% 111
2022
Q2 		$392K Hold
4,337
– – 0.44% 68
2022
Q1 		$418K Hold
4,337
– – 0.42% 63
2021
Q4 		$565K Buy
+4,337
New +$607K 0.57% 49

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Janus Henderson Group
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Advisory's KMX Position: Q2 2024 in Review

Carson Advisory sold out of CarMax (KMX) in Q2 2024, closing a stake of 2,995 shares — an estimated $261K sold.

Carson Advisory first reported a position in KMX in Q4 2021 and held it in 9 quarters. The position peaked at $586K in Q2 2023. 704 funds tracked by Wall St. Rank hold KMX as of Q2 2024.

  • Carson Advisory reported no remaining CarMax position as of Q2 2024 after selling out during the quarter.
  • Carson Advisory sold 2,995 CarMax shares in Q2 2024, an estimated $261K.
  • Carson Advisory first reported a position in CarMax in Q4 2021 and held it in 9 quarters.
  • Carson Advisory's CarMax position peaked at $586K in Q2 2023.
  • 704 funds tracked by Wall St. Rank held CarMax as of Q2 2024.

Based on Carson Advisory's 13F filing for Q2 2024, filed 7 Aug 2024.