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Independent Advisor Alliance’s CarMax KMX Stock Holding History

Independent Advisor Alliance’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
-2,713
Closed -$262K – 665
2022
Q1 		$262K Sell
2,713
-17
-0.6% -$1.83K 0.01% 531
2021
Q4 		$356K Sell
2,730
-86
-3% -$12K 0.02% 480
2021
Q3 		$360K Sell
2,816
-238
-8% -$31.7K 0.02% 444
2021
Q2 		$394K Buy
+3,054
New +$378K 0.02% 442

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
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

Independent Advisor Alliance's KMX Position: Q2 2022 in Review

Independent Advisor Alliance sold out of CarMax (KMX) in Q2 2022, closing a stake of 2,713 shares — an estimated $262K sold.

Independent Advisor Alliance first reported a position in KMX in Q2 2021 and held it in 4 quarters. The position peaked at $394K in Q2 2021. 690 funds tracked by Wall St. Rank hold KMX as of Q2 2022.

  • Independent Advisor Alliance reported no remaining CarMax position as of Q2 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,713 CarMax shares in Q2 2022, an estimated $262K.
  • Independent Advisor Alliance first reported a position in CarMax in Q2 2021 and held it in 4 quarters.
  • Independent Advisor Alliance's CarMax position peaked at $394K in Q2 2021.
  • 690 funds tracked by Wall St. Rank held CarMax as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.