CPA
KMX icon

Clear Perspective Advisors’s CarMax KMX Stock Holding History

Clear Perspective 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
2018
Q3 		– Sell
-464
Closed -$34K – 301
2018
Q2 		$34K Hold
464
– – 0.02% 278
2018
Q1 		$29K Sell
464
-1,330
-74% -$86.9K 0.02% 277
2017
Q4 		$115K Hold
1,794
– – 0.09% 174
2017
Q3 		$136K Sell
1,794
-750
-29% -$50K 0.11% 159
2017
Q2 		$160K Sell
2,544
-580
-19% -$35K 0.13% 135
2017
Q1 		$185K Sell
3,124
-2,050
-40% -$133K 0.12% 124
2016
Q4 		$333K Buy
+5,174
New +$290K 0.22% 94

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Clear Perspective Advisors's KMX Position: Q3 2018 in Review

Clear Perspective Advisors sold out of CarMax (KMX) in Q3 2018, closing a stake of 464 shares — an estimated $34K sold.

Clear Perspective Advisors first reported a position in KMX in Q4 2016 and held it in 7 quarters. The position peaked at $333K in Q4 2016. 535 funds tracked by Wall St. Rank hold KMX as of Q3 2018.

  • Clear Perspective Advisors reported no remaining CarMax position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 464 CarMax shares in Q3 2018, an estimated $34K.
  • Clear Perspective Advisors first reported a position in CarMax in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's CarMax position peaked at $333K in Q4 2016.
  • 535 funds tracked by Wall St. Rank held CarMax as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.