Compass Ion Advisors’s CarMax KMX Stock Holding History

Compass Ion 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 Q4	–	Sell	-3,904	Closed	-$302K	–	267
2024 Q3	$302K	Sell	3,904 -701	-15%	-$55.4K	0.04%	207
2024 Q2	$401K	Hold	4,605	–	–	0.06%	161
2024 Q1	$401K	Sell	4,605 -4,583	-50%	-$347K	0.06%	161
2023 Q4	$705K	Sell	9,188 -10	-0.1%	-$672	0.11%	114
2023 Q3	$651K	Buy	+9,198	New	+$753K	0.11%	118

Other funds holding KMX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Compass Ion Advisors's KMX Position: Q4 2024 in Review

Compass Ion Advisors sold out of CarMax (KMX) in Q4 2024, closing a stake of 3,904 shares — an estimated $302K sold.

Compass Ion Advisors first reported a position in KMX in Q3 2023 and held it in 5 quarters. The position peaked at $705K in Q4 2023. 749 funds tracked by Wall St. Rank hold KMX as of Q4 2024.

Compass Ion Advisors reported no remaining CarMax position as of Q4 2024 after selling out during the quarter.
Compass Ion Advisors sold 3,904 CarMax shares in Q4 2024, an estimated $302K.
Compass Ion Advisors first reported a position in CarMax in Q3 2023 and held it in 5 quarters.
Compass Ion Advisors's CarMax position peaked at $705K in Q4 2023.
749 funds tracked by Wall St. Rank held CarMax as of Q4 2024.

Based on Compass Ion Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.