First Allied Advisory Services’s CarMax KMX Stock Holding History

First Allied Advisory Services’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	$244K	Sell	2,657 -822	-24%	-$82.1K	0.01%	983
2020 Q2	$312K	Buy	+3,479	New	+$273K	0.01%	827
2020 Q1	–	Sell	-3,745	Closed	-$324K	–	1157
2019 Q4	$324K	Sell	3,745 -389	-9%	-$36.6K	0.01%	901
2019 Q3	$360K	Sell	4,134 -496	-11%	-$42.6K	0.01%	808
2019 Q2	$402K	Buy	4,630 +652	+16%	+$51K	0.01%	769
2019 Q1	$275K	Buy	+3,978	New	+$245K	0.01%	910
2018 Q2	–	Sell	-13,057	Closed	-$797K	–	1200
2018 Q1	$797K	Sell	13,057 -1,578	-11%	-$103K	0.03%	516
2017 Q4	$935K	Buy	+14,635	New	+$1.04M	0.04%	466
2014 Q2	–	Sell	-4,710	Closed	-$226K	–	1046
2014 Q1	$226K	Buy	+4,710	New	+$220K	0.02%	843
2013 Q4	–	Sell	-5,622	Closed	-$273K	–	1001
2013 Q3	$273K	Buy	5,622 +180	+3%	+$8.8K	0.02%	763
2013 Q2	$253K	Buy	+5,442	New	+$247K	0.02%	751

Other funds holding KMX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Allied Advisory Services's KMX Position: Q3 2020 in Review

First Allied Advisory Services reduced its CarMax (KMX) stake by 24% in Q3 2020, selling an estimated $82.1K and leaving 2,657 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #983.

First Allied Advisory Services first reported a position in KMX in Q2 2013 and has held it in 11 quarters since. The position peaked at $935K in Q4 2017. 626 funds tracked by Wall St. Rank hold KMX as of Q3 2020.

First Allied Advisory Services held 2,657 shares of CarMax worth $244K as of Q3 2020.
First Allied Advisory Services sold 822 CarMax shares in Q3 2020, an estimated $82.1K.
CarMax made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #983 holding.
First Allied Advisory Services first reported a position in CarMax in Q2 2013 and has held it in 11 quarters since.
First Allied Advisory Services's CarMax position peaked at $935K in Q4 2017.
626 funds tracked by Wall St. Rank held CarMax as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.