CM Wealth Advisors’s CarMax KMX Stock Holding History

CM Wealth 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
2024 Q2	–	Sell	-6,844	Closed	-$474K	–	129
2024 Q1	$474K	Buy	+6,844	New	+$518K	0.14%	83
2023 Q3	–	Sell	-5,853	Closed	-$483K	–	128
2023 Q2	$483K	Sell	5,853 -40,304	-87%	-$2.95M	0.16%	68
2023 Q1	$3.13M	Buy	+46,157	New	+$3.09M	0.61%	17

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CM Wealth Advisors's KMX Position: Q2 2024 in Review

CM Wealth Advisors sold out of CarMax (KMX) in Q2 2024, closing a stake of 6,844 shares — an estimated $474K sold.

CM Wealth Advisors first reported a position in KMX in Q1 2023 and held it in 3 quarters. The position peaked at $3.13M in Q1 2023. 706 funds tracked by Wall St. Rank hold KMX as of Q2 2024.

CM Wealth Advisors reported no remaining CarMax position as of Q2 2024 after selling out during the quarter.
CM Wealth Advisors sold 6,844 CarMax shares in Q2 2024, an estimated $474K.
CM Wealth Advisors first reported a position in CarMax in Q1 2023 and held it in 3 quarters.
CM Wealth Advisors's CarMax position peaked at $3.13M in Q1 2023.
706 funds tracked by Wall St. Rank held CarMax as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.