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Milestone Wealth’s CarMax KMX Stock Holding History

Milestone Wealth’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 		$41K Hold
616
– – 0.05% 121
2022
Q2 		$56K Hold
616
– – 0.06% 101
2022
Q1 		$80K Hold
616
– – 0.07% 98
2021
Q4 		$80K Buy
+616
New +$86.3K 0.06% 98

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 $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Milestone Wealth's KMX Position: Q3 2022 in Review

Milestone Wealth held its CarMax (KMX) position steady in Q3 2022 at 616 shares worth $41K. The position accounts for 0.05% of the portfolio, ranked #121.

Milestone Wealth first reported a position in KMX in Q4 2021 and has held it in 4 quarters since. The position peaked at $80K in Q1 2022. 640 funds tracked by Wall St. Rank hold KMX as of Q3 2022.

  • Milestone Wealth held 616 shares of CarMax worth $41K as of Q3 2022.
  • Milestone Wealth left its CarMax share count unchanged in Q3 2022.
  • CarMax made up 0.05% of Milestone Wealth's portfolio in Q3 2022, its #121 holding.
  • Milestone Wealth first reported a position in CarMax in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's CarMax position peaked at $80K in Q1 2022.
  • 640 funds tracked by Wall St. Rank held CarMax as of Q3 2022.

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