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Opal Wealth Advisors’s CarMax KMX Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-118
Closed -$8.65K – 720
2024
Q2 		$8.65K Buy
+118
New +$8.5K ﹤0.01% 684

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Opal Wealth Advisors's KMX Position: Q3 2024 in Review

Opal Wealth Advisors sold out of CarMax (KMX) in Q3 2024, closing a stake of 118 shares — an estimated $8.65K sold.

Opal Wealth Advisors first reported a position in KMX in Q2 2024 and held it in 1 quarter. The position peaked at $8.65K in Q2 2024. 740 funds tracked by Wall St. Rank hold KMX as of Q3 2024.

  • Opal Wealth Advisors reported no remaining CarMax position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 118 CarMax shares in Q3 2024, an estimated $8.65K.
  • Opal Wealth Advisors first reported a position in CarMax in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's CarMax position peaked at $8.65K in Q2 2024.
  • 740 funds tracked by Wall St. Rank held CarMax as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.