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Focused Wealth Management’s CarMax KMX Stock Holding History

Focused 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
2023
Q2 		– Sell
-25
Closed -$1.61K – 1096
2023
Q1 		$1.61K Sell
25
-33
-57% -$2.21K ﹤0.01% 820
2022
Q4 		$3.53K Buy
+58
New +$3.72K ﹤0.01% 718

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Focused Wealth Management's KMX Position: Q2 2023 in Review

Focused Wealth Management sold out of CarMax (KMX) in Q2 2023, closing a stake of 25 shares — an estimated $1.61K sold.

Focused Wealth Management first reported a position in KMX in Q4 2022 and held it in 2 quarters. The position peaked at $3.53K in Q4 2022. 703 funds tracked by Wall St. Rank hold KMX as of Q2 2023.

  • Focused Wealth Management reported no remaining CarMax position as of Q2 2023 after selling out during the quarter.
  • Focused Wealth Management sold 25 CarMax shares in Q2 2023, an estimated $1.61K.
  • Focused Wealth Management first reported a position in CarMax in Q4 2022 and held it in 2 quarters.
  • Focused Wealth Management's CarMax position peaked at $3.53K in Q4 2022.
  • 703 funds tracked by Wall St. Rank held CarMax as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.