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Engrave Wealth Partners’s CarMax KMX Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-121
Closed -$10K – 252
2020
Q2 		$10K Buy
121
+5
+4% +$392 0.01% 247
2020
Q1 		$6K Sell
116
-164
-59% -$13.9K 0.01% 262
2019
Q4 		$24K Buy
+280
New +$26.3K 0.02% 194

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Engrave Wealth Partners's KMX Position: Q3 2020 in Review

Engrave Wealth Partners sold out of CarMax (KMX) in Q3 2020, closing a stake of 121 shares — an estimated $10K sold.

Engrave Wealth Partners first reported a position in KMX in Q4 2019 and held it in 3 quarters. The position peaked at $24K in Q4 2019. 626 funds tracked by Wall St. Rank hold KMX as of Q3 2020.

  • Engrave Wealth Partners reported no remaining CarMax position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 121 CarMax shares in Q3 2020, an estimated $10K.
  • Engrave Wealth Partners first reported a position in CarMax in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's CarMax position peaked at $24K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held CarMax as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.