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Confluence Wealth Services’s CarMax KMX Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-84
Closed -$10K – 727
2021
Q4 		$10K Buy
+84
New +$11.8K ﹤0.01% 919

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Confluence Wealth Services's KMX Position: Q1 2022 in Review

Confluence Wealth Services sold out of CarMax (KMX) in Q1 2022, closing a stake of 84 shares — an estimated $10K sold.

Confluence Wealth Services first reported a position in KMX in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 695 funds tracked by Wall St. Rank hold KMX as of Q1 2022.

  • Confluence Wealth Services reported no remaining CarMax position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 84 CarMax shares in Q1 2022, an estimated $10K.
  • Confluence Wealth Services first reported a position in CarMax in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's CarMax position peaked at $10K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held CarMax as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.