Curi Wealth Management’s CarMax KMX Stock Holding History

Curi 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
2022 Q3	–	Sell	-292	Closed	-$26K	–	467
2022 Q2	$26K	Buy	292 +250	+595%	+$23.5K	0.01%	281
2022 Q1	$4K	Hold	42	–	–	﹤0.01%	425
2021 Q4	$5K	Buy	+42	New	+$5.88K	﹤0.01%	373
2021 Q1	–	Sell	-2	Closed	–	–	302
2020 Q4	$0	Buy	+2	New	+$188	﹤0.01%	460

Other funds holding KMX

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Curi Wealth Management's KMX Position: Q3 2022 in Review

Curi Wealth Management sold out of CarMax (KMX) in Q3 2022, closing a stake of 292 shares — an estimated $26K sold.

Curi Wealth Management first reported a position in KMX in Q4 2020 and held it in 4 quarters. The position peaked at $26K in Q2 2022. 639 funds tracked by Wall St. Rank hold KMX as of Q3 2022.

Curi Wealth Management reported no remaining CarMax position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 292 CarMax shares in Q3 2022, an estimated $26K.
Curi Wealth Management first reported a position in CarMax in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's CarMax position peaked at $26K in Q2 2022.
639 funds tracked by Wall St. Rank held CarMax as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.