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Legacy Financial Advisors’s CarMax KMX Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-199
Closed -$14K – 539
2019
Q1 		$14K Buy
199
+150
+306% +$9.24K ﹤0.01% 540
2018
Q4 		$3K Buy
49
+43
+717% +$2.84K ﹤0.01% 807
2018
Q3 		$0 Hold
6
– – ﹤0.01% 921
2018
Q2 		$0 Hold
6
– – ﹤0.01% 946
2018
Q1 		$0 Hold
6
– – ﹤0.01% 870
2017
Q4 		$0 Buy
+6
New +$428 ﹤0.01% 841

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Financial Advisors's KMX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of CarMax (KMX) in Q2 2019, closing a stake of 199 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in KMX in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q1 2019. 585 funds tracked by Wall St. Rank hold KMX as of Q2 2019.

  • Legacy Financial Advisors reported no remaining CarMax position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 199 CarMax shares in Q2 2019, an estimated $14K.
  • Legacy Financial Advisors first reported a position in CarMax in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's CarMax position peaked at $14K in Q1 2019.
  • 585 funds tracked by Wall St. Rank held CarMax as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.