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First Trust Investment Solutions’s CarMax KMX Stock Holding History

First Trust Investment Solutions’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
Q3 		$2.04M Sell
26,303
-3,858
-13% -$305K 0.23% 98
2024
Q2 		$2.21M Buy
30,161
+744
+3% +$53.6K 0.31% 84
2024
Q1 		$2.56M Buy
29,417
+723
+3% +$54.7K 0.45% 56
2023
Q4 		$2.2M Buy
+28,694
New +$1.93M 0.46% 54

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

First Trust Investment Solutions's KMX Position: Q3 2024 in Review

First Trust Investment Solutions reduced its CarMax (KMX) stake by 13% in Q3 2024, selling an estimated $305K and leaving 26,303 shares worth $2.04M. The position accounts for 0.23% of the portfolio, ranked #98.

First Trust Investment Solutions first reported a position in KMX in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.56M in Q1 2024. 740 funds tracked by Wall St. Rank hold KMX as of Q3 2024.

  • First Trust Investment Solutions held 26,303 shares of CarMax worth $2.04M as of Q3 2024.
  • First Trust Investment Solutions sold 3,858 CarMax shares in Q3 2024, an estimated $305K.
  • CarMax made up 0.23% of First Trust Investment Solutions's portfolio in Q3 2024, its #98 holding.
  • First Trust Investment Solutions first reported a position in CarMax in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's CarMax position peaked at $2.56M in Q1 2024.
  • 740 funds tracked by Wall St. Rank held CarMax as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.