Connecticut Wealth Management’s CarMax KMX Stock Holding History

Connecticut Wealth Management’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	-3,376	Closed	-$294K	–	332
2024 Q1	$294K	Sell	3,376 -807	-19%	-$61K	0.02%	270
2023 Q4	$321K	Sell	4,183 -300	-7%	-$20.2K	0.02%	257
2023 Q3	$317K	Hold	4,483	–	–	0.02%	217
2023 Q2	$375K	Hold	4,483	–	–	0.03%	179
2023 Q1	$288K	Hold	4,483	–	–	0.02%	199
2022 Q4	$273K	Hold	4,483	–	–	0.02%	165
2022 Q3	$296K	Hold	4,483	–	–	0.03%	151
2022 Q2	$406K	Hold	4,483	–	–	0.04%	130
2022 Q1	$433K	Hold	4,483	–	–	0.03%	127
2021 Q4	$584K	Sell	4,483 -13	-0.3%	-$1.82K	0.05%	112
2021 Q3	$575K	Buy	+4,496	New	+$598K	0.05%	113

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 $3.38T AUM 44.17% 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

Connecticut Wealth Management's KMX Position: Q2 2024 in Review

Connecticut Wealth Management sold out of CarMax (KMX) in Q2 2024, closing a stake of 3,376 shares — an estimated $294K sold.

Connecticut Wealth Management first reported a position in KMX in Q3 2021 and held it in 11 quarters. The position peaked at $584K in Q4 2021. 707 funds tracked by Wall St. Rank hold KMX as of Q2 2024.

Connecticut Wealth Management reported no remaining CarMax position as of Q2 2024 after selling out during the quarter.
Connecticut Wealth Management sold 3,376 CarMax shares in Q2 2024, an estimated $294K.
Connecticut Wealth Management first reported a position in CarMax in Q3 2021 and held it in 11 quarters.
Connecticut Wealth Management's CarMax position peaked at $584K in Q4 2021.
707 funds tracked by Wall St. Rank held CarMax as of Q2 2024.

Based on Connecticut Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.