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Heritage Wealth Management (Arizona)’s CarMax KMX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-500
Closed -$48K – 1026
2022
Q1 		$48K Buy
+500
New +$53.8K 0.01% 478

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Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s KMX Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of CarMax (KMX) in Q2 2022, closing a stake of 500 shares — an estimated $48K sold.

Heritage Wealth Management (Arizona) first reported a position in KMX in Q1 2022 and held it in 1 quarter. The position peaked at $48K in Q1 2022. 690 funds tracked by Wall St. Rank hold KMX as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining CarMax position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 500 CarMax shares in Q2 2022, an estimated $48K.
  • Heritage Wealth Management (Arizona) first reported a position in CarMax in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s CarMax position peaked at $48K in Q1 2022.
  • 690 funds tracked by Wall St. Rank held CarMax as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.