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Compass Financial Advisors’s CarMax KMX Stock Holding History

Compass Financial 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
2022
Q2 		– Sell
-6,067
Closed -$585K – 131
2022
Q1 		$585K Buy
6,067
+299
+5% +$32.2K 0.65% 49
2021
Q4 		$751K Buy
+5,768
New +$808K 0.83% 38

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Compass Financial Advisors's KMX Position: Q2 2022 in Review

Compass Financial Advisors sold out of CarMax (KMX) in Q2 2022, closing a stake of 6,067 shares — an estimated $585K sold.

Compass Financial Advisors first reported a position in KMX in Q4 2021 and held it in 2 quarters. The position peaked at $751K in Q4 2021. 690 funds tracked by Wall St. Rank hold KMX as of Q2 2022.

  • Compass Financial Advisors reported no remaining CarMax position as of Q2 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 6,067 CarMax shares in Q2 2022, an estimated $585K.
  • Compass Financial Advisors first reported a position in CarMax in Q4 2021 and held it in 2 quarters.
  • Compass Financial Advisors's CarMax position peaked at $751K in Q4 2021.
  • 690 funds tracked by Wall St. Rank held CarMax as of Q2 2022.

Based on Compass Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.