KPWS
KMX icon

Kestra Private Wealth Services’s CarMax KMX Stock Holding History

Kestra Private Wealth Services’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
Q3 		– Sell
-2,242
Closed -$203K – 941
2022
Q2 		$203K Sell
2,242
-3,148
-58% -$296K 0.01% 800
2022
Q1 		$520K Sell
5,390
-718
-12% -$77.2K 0.03% 565
2021
Q4 		$795K Buy
6,108
+139
+2% +$19.5K 0.04% 448
2021
Q3 		$764K Buy
+5,969
New +$794K 0.04% 421

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Kestra Private Wealth Services's KMX Position: Q3 2022 in Review

Kestra Private Wealth Services sold out of CarMax (KMX) in Q3 2022, closing a stake of 2,242 shares — an estimated $203K sold.

Kestra Private Wealth Services first reported a position in KMX in Q3 2021 and held it in 4 quarters. The position peaked at $795K in Q4 2021. 639 funds tracked by Wall St. Rank hold KMX as of Q3 2022.

  • Kestra Private Wealth Services reported no remaining CarMax position as of Q3 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,242 CarMax shares in Q3 2022, an estimated $203K.
  • Kestra Private Wealth Services first reported a position in CarMax in Q3 2021 and held it in 4 quarters.
  • Kestra Private Wealth Services's CarMax position peaked at $795K in Q4 2021.
  • 639 funds tracked by Wall St. Rank held CarMax as of Q3 2022.

Based on Kestra Private Wealth Services's 13F filing for Q3 2022, filed 14 Nov 2022.