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Fairhaven Wealth Management’s CarMax KMX Stock Holding History

Fairhaven 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
Q4 		– Sell
-22,536
Closed -$1.49M – 122
2022
Q3 		$1.49M Buy
22,536
+785
+4% +$71.7K 0.67% 35
2022
Q2 		$1.97M Buy
21,751
+111
+0.5% +$10.4K 0.92% 27
2022
Q1 		$2.09M Buy
21,640
+224
+1% +$24.1K 0.85% 28
2021
Q4 		$2.79M Buy
21,416
+313
+1% +$43.8K 1.09% 25
2021
Q3 		$2.7M Buy
21,103
+1,892
+10% +$252K 1.11% 28
2021
Q2 		$2.48M Buy
19,211
+1,404
+8% +$174K 0.99% 29
2021
Q1 		$2.36M Buy
17,807
+2,868
+19% +$349K 0.99% 27
2020
Q4 		$1.41M Buy
14,939
+3,619
+32% +$339K 0.62% 41
2020
Q3 		$1.04M Buy
11,320
+1,960
+21% +$196K 0.62% 38
2020
Q2 		$838K Buy
9,360
+1,849
+25% +$145K 0.55% 39
2020
Q1 		$404K Buy
7,511
+3,551
+90% +$300K 0.37% 49
2019
Q4 		$347K Sell
3,960
-94
-2% -$8.84K 0.29% 48
2019
Q3 		$357K Hold
4,054
– – 0.33% 41
2019
Q2 		$352K Buy
4,054
+94
+2% +$7.35K 0.33% 44
2019
Q1 		$276K Sell
3,960
-139
-3% -$8.57K 0.26% 56
2018
Q4 		$257K Buy
+4,099
New +$271K 0.25% 53

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fairhaven Wealth Management's KMX Position: Q4 2022 in Review

Fairhaven Wealth Management sold out of CarMax (KMX) in Q4 2022, closing a stake of 22,536 shares — an estimated $1.49M sold.

Fairhaven Wealth Management first reported a position in KMX in Q4 2018 and held it in 16 quarters. The position peaked at $2.79M in Q4 2021. 658 funds tracked by Wall St. Rank hold KMX as of Q4 2022.

  • Fairhaven Wealth Management reported no remaining CarMax position as of Q4 2022 after selling out during the quarter.
  • Fairhaven Wealth Management sold 22,536 CarMax shares in Q4 2022, an estimated $1.49M.
  • Fairhaven Wealth Management first reported a position in CarMax in Q4 2018 and held it in 16 quarters.
  • Fairhaven Wealth Management's CarMax position peaked at $2.79M in Q4 2021.
  • 658 funds tracked by Wall St. Rank held CarMax as of Q4 2022.

Based on Fairhaven Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.