Encompass Wealth Advisors’s CarMax KMX Stock Holding History

Encompass Wealth Advisors’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 Q1	–	Sell	-5,000	Closed	-$384K	–	299
2023 Q4	$384K	Hold	5,000	–	–	0.12%	146
2023 Q3	$354K	Hold	5,000	–	–	0.12%	147
2023 Q2	$419K	Hold	5,000	–	–	0.14%	135
2023 Q1	$321K	Buy	5,000 +1,500	+43%	+$100K	0.11%	152
2022 Q4	$213K	Hold	3,500	–	–	0.08%	187
2022 Q3	$231K	Hold	3,500	–	–	0.09%	170
2022 Q2	$317K	Hold	3,500	–	–	0.11%	149
2022 Q1	$338K	Hold	3,500	–	–	0.09%	163
2021 Q4	$456K	Hold	3,500	–	–	0.11%	139
2021 Q3	$447K	Sell	3,500 -1,800	-34%	-$240K	0.12%	136
2021 Q2	$684K	Hold	5,300	–	–	0.17%	107
2021 Q1	$728K	Hold	5,300	–	–	0.19%	100
2020 Q4	$501K	Buy	+5,300	New	+$497K	0.29%	63

Other funds holding KMX

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Encompass Wealth Advisors's KMX Position: Q1 2024 in Review

Encompass Wealth Advisors sold out of CarMax (KMX) in Q1 2024, closing a stake of 5,000 shares — an estimated $384K sold.

Encompass Wealth Advisors first reported a position in KMX in Q4 2020 and held it in 13 quarters. The position peaked at $728K in Q1 2021. 716 funds tracked by Wall St. Rank hold KMX as of Q1 2024.

Encompass Wealth Advisors reported no remaining CarMax position as of Q1 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 5,000 CarMax shares in Q1 2024, an estimated $384K.
Encompass Wealth Advisors first reported a position in CarMax in Q4 2020 and held it in 13 quarters.
Encompass Wealth Advisors's CarMax position peaked at $728K in Q1 2021.
716 funds tracked by Wall St. Rank held CarMax as of Q1 2024.

Based on Encompass Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.