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Dakota Wealth Management’s CarMax KMX Stock Holding History

Dakota 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
2025
Q4 		– Sell
-12,626
Closed -$567K – 801
2025
Q3 		$567K Sell
12,626
-2,385
-16% -$142K 0.01% 458
2025
Q2 		$1.01M Buy
15,011
+620
+4% +$41.7K 0.02% 378
2025
Q1 		$1.12M Sell
14,391
-329
-2% -$26.4K 0.03% 356
2024
Q4 		$1.2M Buy
14,720
+215
+1% +$16.9K 0.03% 331
2024
Q3 		$1.12M Sell
14,505
-175
-1% -$13.8K 0.03% 352
2024
Q2 		$1.08M Buy
14,680
+103
+0.7% +$7.42K 0.03% 354
2024
Q1 		$1.27M Buy
14,577
+10,532
+260% +$797K 0.03% 326
2023
Q4 		$310K Hold
4,045
– – 0.01% 509
2023
Q3 		$286K Hold
4,045
– – 0.01% 501
2023
Q2 		$339K Hold
4,045
– – 0.02% 455
2023
Q1 		$260K Hold
4,045
– – 0.02% 501
2022
Q4 		$246K Buy
4,045
+45
+1% +$2.89K 0.02% 494
2022
Q3 		$264K Hold
4,000
– – 0.02% 447
2022
Q2 		$362K Hold
4,000
– – 0.03% 341
2022
Q1 		$386K Buy
+4,000
New +$430K 0.03% 327

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AQR Capital Management
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SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM