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Modera Wealth Management’s CarMax KMX Stock Holding History

Modera 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
2022
Q1 		– Sell
-1,861
Closed -$242K – 483
2021
Q4 		$242K Buy
+1,861
New +$261K 0.01% 496

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ACM
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RCG
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Modera Wealth Management's KMX Position: Q1 2022 in Review

Modera Wealth Management sold out of CarMax (KMX) in Q1 2022, closing a stake of 1,861 shares — an estimated $242K sold.

Modera Wealth Management first reported a position in KMX in Q4 2021 and held it in 1 quarter. The position peaked at $242K in Q4 2021. 695 funds tracked by Wall St. Rank hold KMX as of Q1 2022.

  • Modera Wealth Management reported no remaining CarMax position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 1,861 CarMax shares in Q1 2022, an estimated $242K.
  • Modera Wealth Management first reported a position in CarMax in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's CarMax position peaked at $242K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held CarMax as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.