LWM
KMX icon

Liberty Wealth Management’s CarMax KMX Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-22
Closed -$3K – 679
2021
Q3 		$3K Buy
22
+11
+100% +$1.46K ﹤0.01% 1018
2021
Q2 		$1K Hold
11
– – ﹤0.01% 1006
2021
Q1 		$1K Hold
11
– – ﹤0.01% 880
2020
Q4 		$1K Buy
+11
New +$1.03K ﹤0.01% 879
2020
Q2 		– Sell
-31
Closed -$2K – 923
2020
Q1 		$2K Sell
31
-372
-92% -$31.5K ﹤0.01% 733
2019
Q4 		$35K Sell
403
-17
-4% -$1.6K 0.03% 318
2019
Q3 		$37K Sell
420
-132
-24% -$11.3K 0.04% 285
2019
Q2 		$48K Sell
552
-17
-3% -$1.33K 0.04% 249
2019
Q1 		$39K Buy
+569
New +$35.1K 0.03% 231

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's KMX Position: Q4 2021 in Review

Liberty Wealth Management sold out of CarMax (KMX) in Q4 2021, closing a stake of 22 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in KMX in Q1 2019 and held it in 9 quarters. The position peaked at $48K in Q2 2019. 735 funds tracked by Wall St. Rank hold KMX as of Q4 2021.

  • Liberty Wealth Management reported no remaining CarMax position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 22 CarMax shares in Q4 2021, an estimated $3K.
  • Liberty Wealth Management first reported a position in CarMax in Q1 2019 and held it in 9 quarters.
  • Liberty Wealth Management's CarMax position peaked at $48K in Q2 2019.
  • 735 funds tracked by Wall St. Rank held CarMax as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.