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	–	176
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	–	–	0.26%	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 $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

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

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Primecap Management

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Diamond Hill Capital Management

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

Janus Henderson Group

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return