Fortis Advisors’s CarMax KMX Stock Holding History

Fortis Advisors’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	-2,450	Closed	-$157K	–	174
2023 Q1	$157K	Hold	2,450	–	–	0.1%	96
2022 Q4	$149K	Hold	2,450	–	–	0.11%	92
2022 Q3	$162K	Hold	2,450	–	–	0.12%	96
2022 Q2	$222K	Hold	2,450	–	–	0.15%	88
2022 Q1	$236K	Hold	2,450	–	–	0.13%	94
2021 Q4	$319K	Sell	2,450 -250	-9%	-$35K	0.19%	80
2021 Q3	$345K	Hold	2,700	–	–	0.21%	68
2021 Q2	$349K	Hold	2,700	–	–	0.2%	73
2021 Q1	$358K	Hold	2,700	–	–	0.25%	61
2020 Q4	$255K	Hold	2,700	–	–	0.23%	52
2020 Q3	$248K	Sell	2,700 -300	-10%	-$30K	0.23%	45
2020 Q2	$269K	Hold	3,000	–	–	0.27%	48
2020 Q1	$161K	Hold	3,000	–	–	0.11%	103
2019 Q4	$263K	Hold	3,000	–	–	0.16%	83
2019 Q3	$264K	Hold	3,000	–	–	0.12%	82
2019 Q2	$260K	Hold	3,000	–	–	0.13%	85
2019 Q1	$209K	Hold	3,000	–	–	0.11%	107
2018 Q4	$188K	Hold	3,000	–	–	0.11%	90
2018 Q3	$224K	Hold	3,000	–	–	0.13%	68
2018 Q2	$219K	Hold	3,000	–	–	0.13%	71
2018 Q1	$186K	Buy	3,000 +1,000	+50%	+$65.4K	0.1%	70
2017 Q4	$128K	Hold	2,000	–	–	0.08%	107
2017 Q3	$152K	Buy	+2,000	New	+$133K	0.11%	77

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fortis Advisors's KMX Position: Q2 2023 in Review

Fortis Advisors sold out of CarMax (KMX) in Q2 2023, closing a stake of 2,450 shares — an estimated $157K sold.

Fortis Advisors first reported a position in KMX in Q3 2017 and held it in 23 quarters. The position peaked at $358K in Q1 2021. 703 funds tracked by Wall St. Rank hold KMX as of Q2 2023.

Fortis Advisors reported no remaining CarMax position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 2,450 CarMax shares in Q2 2023, an estimated $157K.
Fortis Advisors first reported a position in CarMax in Q3 2017 and held it in 23 quarters.
Fortis Advisors's CarMax position peaked at $358K in Q1 2021.
703 funds tracked by Wall St. Rank held CarMax as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.