First Trust Direct Indexing’s CarMax KMX Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-5,118	Closed	-$396K	–	492
2024 Q3	$396K	Buy	5,118 +1,263	+33%	+$99.9K	0.02%	624
2024 Q2	$283K	Buy	+3,855	New	+$278K	0.02%	690
2022 Q2	–	Sell	-2,704	Closed	-$261K	–	670
2022 Q1	$261K	Buy	2,704 +693	+34%	+$74.5K	0.03%	545
2021 Q4	$262K	Buy	2,011 +293	+17%	+$41K	0.03%	529
2021 Q3	$220K	Buy	+1,718	New	+$229K	0.03%	566
2021 Q2	–	Sell	-1,762	Closed	-$234K	–	598
2021 Q1	$234K	Sell	1,762 -122	-6%	-$14.8K	0.06%	350
2020 Q4	$178K	Buy	+1,884	New	+$177K	0.05%	373

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

First Trust Direct Indexing's KMX Position: Q4 2024 in Review

First Trust Direct Indexing sold out of CarMax (KMX) in Q4 2024, closing a stake of 5,118 shares — an estimated $396K sold.

First Trust Direct Indexing first reported a position in KMX in Q4 2020 and held it in 7 quarters. The position peaked at $396K in Q3 2024. 749 funds tracked by Wall St. Rank hold KMX as of Q4 2024.

First Trust Direct Indexing reported no remaining CarMax position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 5,118 CarMax shares in Q4 2024, an estimated $396K.
First Trust Direct Indexing first reported a position in CarMax in Q4 2020 and held it in 7 quarters.
First Trust Direct Indexing's CarMax position peaked at $396K in Q3 2024.
749 funds tracked by Wall St. Rank held CarMax as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.