CWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return