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CarsonAllaria Wealth Management’s CarMax KMX Stock Holding History

CarsonAllaria 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
2024
Q3 		– Sell
-195
Closed -$14.3K – 413
2024
Q2 		$14.3K Hold
195
– – 0.01% 222
2024
Q1 		$17K Buy
+195
New +$14.7K 0.01% 204

Other funds holding KMX

Vanguard Group
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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
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

CarsonAllaria Wealth Management's KMX Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of CarMax (KMX) in Q3 2024, closing a stake of 195 shares — an estimated $14.3K sold.

CarsonAllaria Wealth Management first reported a position in KMX in Q1 2024 and held it in 2 quarters. The position peaked at $17K in Q1 2024. 740 funds tracked by Wall St. Rank hold KMX as of Q3 2024.

  • CarsonAllaria Wealth Management reported no remaining CarMax position as of Q3 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 195 CarMax shares in Q3 2024, an estimated $14.3K.
  • CarsonAllaria Wealth Management first reported a position in CarMax in Q1 2024 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's CarMax position peaked at $17K in Q1 2024.
  • 740 funds tracked by Wall St. Rank held CarMax as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.