IWA
KMX icon

Intercontinental Wealth Advisors’s CarMax KMX Stock Holding History

Intercontinental Wealth 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 		$488K Hold
5,825
– – 0.12% 191
2023
Q1 		$374K Buy
+5,825
New +$390K 0.1% 230
2019
Q1 		– Sell
-67
Closed -$4K – 443
2018
Q4 		$4K Buy
+67
New +$4.42K ﹤0.01% 412

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 $3.37T AUM 44.26% 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

Intercontinental Wealth Advisors's KMX Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its CarMax (KMX) position steady in Q2 2023 at 5,825 shares worth $488K. The position accounts for 0.12% of the portfolio, ranked #191.

Intercontinental Wealth Advisors first reported a position in KMX in Q4 2018 and has held it in 3 quarters since. 703 funds tracked by Wall St. Rank hold KMX as of Q2 2023.

  • Intercontinental Wealth Advisors held 5,825 shares of CarMax worth $488K as of Q2 2023.
  • Intercontinental Wealth Advisors left its CarMax share count unchanged in Q2 2023.
  • CarMax made up 0.12% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #191 holding.
  • Intercontinental Wealth Advisors first reported a position in CarMax in Q4 2018 and has held it in 3 quarters since.
  • 703 funds tracked by Wall St. Rank held CarMax as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.