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MPS Loria Financial Planners’s CarMax KMX Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-16
Closed -$2K – 359
2021
Q1 		$2K Hold
16
– – ﹤0.01% 442
2020
Q4 		$1K Buy
+16
New +$1.5K ﹤0.01% 552

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's KMX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of CarMax (KMX) in Q2 2021, closing a stake of 16 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in KMX in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 677 funds tracked by Wall St. Rank hold KMX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining CarMax position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 16 CarMax shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in CarMax in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's CarMax position peaked at $2K in Q1 2021.
  • 677 funds tracked by Wall St. Rank held CarMax as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.