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Moneta Group Investment Advisors’s CarMax KMX Stock Holding History

Moneta Group Investment 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
2018
Q1 		– Sell
-2,500
Closed -$1.62M – 676
2017
Q4 		$1.62M Buy
+2,500
New +$178K 0.24% 53

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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return

Moneta Group Investment Advisors's KMX Position: Q1 2018 in Review

Moneta Group Investment Advisors sold out of CarMax (KMX) in Q1 2018, closing a stake of 2,500 shares — an estimated $1.62M sold.

Moneta Group Investment Advisors first reported a position in KMX in Q4 2017 and held it in 1 quarter. The position peaked at $1.62M in Q4 2017. 509 funds tracked by Wall St. Rank hold KMX as of Q1 2018.

  • Moneta Group Investment Advisors reported no remaining CarMax position as of Q1 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,500 CarMax shares in Q1 2018, an estimated $1.62M.
  • Moneta Group Investment Advisors first reported a position in CarMax in Q4 2017 and held it in 1 quarter.
  • Moneta Group Investment Advisors's CarMax position peaked at $1.62M in Q4 2017.
  • 509 funds tracked by Wall St. Rank held CarMax as of Q1 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.