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One Charles Private Wealth Services’s CarMax KMX Stock Holding History

One Charles Private Wealth Services’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
2020
Q4 		– Sell
-3,746
Closed -$344K – 43
2020
Q3 		$344K Hold
3,746
– – 0.21% 24
2020
Q2 		$335K Buy
+3,746
New +$294K 0.17% 59

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

One Charles Private Wealth Services's KMX Position: Q4 2020 in Review

One Charles Private Wealth Services sold out of CarMax (KMX) in Q4 2020, closing a stake of 3,746 shares — an estimated $344K sold.

One Charles Private Wealth Services first reported a position in KMX in Q2 2020 and held it in 2 quarters. The position peaked at $344K in Q3 2020. 662 funds tracked by Wall St. Rank hold KMX as of Q4 2020.

  • One Charles Private Wealth Services reported no remaining CarMax position as of Q4 2020 after selling out during the quarter.
  • One Charles Private Wealth Services sold 3,746 CarMax shares in Q4 2020, an estimated $344K.
  • One Charles Private Wealth Services first reported a position in CarMax in Q2 2020 and held it in 2 quarters.
  • One Charles Private Wealth Services's CarMax position peaked at $344K in Q3 2020.
  • 662 funds tracked by Wall St. Rank held CarMax as of Q4 2020.

Based on One Charles Private Wealth Services's 13F filing for Q4 2020, filed 29 Jan 2021.