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Evolution Wealth Advisors’s CarMax KMX Stock Holding History

Evolution 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
2020
Q1 		– Sell
-31
Closed -$3K – 505
2019
Q4 		$3K Sell
31
-1
-3% -$94 ﹤0.01% 513
2019
Q3 		$3K Hold
32
– – ﹤0.01% 369
2019
Q2 		$3K Buy
+32
New +$2.5K ﹤0.01% 351

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evolution Wealth Advisors's KMX Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of CarMax (KMX) in Q1 2020, closing a stake of 31 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in KMX in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 560 funds tracked by Wall St. Rank hold KMX as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining CarMax position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 31 CarMax shares in Q1 2020, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in CarMax in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's CarMax position peaked at $3K in Q4 2019.
  • 560 funds tracked by Wall St. Rank held CarMax as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.