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Paradigm Financial Advisors’s CarMax KMX Stock Holding History

Paradigm Financial 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
2021
Q4 		$210K Sell
1,615
-50
-3% -$7K 0.05% 203
2021
Q3 		$213K Hold
1,665
– – 0.05% 203
2021
Q2 		$215K Sell
1,665
-35
-2% -$4.33K 0.05% 197
2021
Q1 		$226K Buy
+1,700
New +$207K 0.05% 174

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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Paradigm Financial Advisors's KMX Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its CarMax (KMX) stake by 3% in Q4 2021, selling an estimated $7K and leaving 1,615 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #203.

Paradigm Financial Advisors first reported a position in KMX in Q1 2021 and has held it in 4 quarters since. The position peaked at $226K in Q1 2021. 735 funds tracked by Wall St. Rank hold KMX as of Q4 2021.

  • Paradigm Financial Advisors held 1,615 shares of CarMax worth $210K as of Q4 2021.
  • Paradigm Financial Advisors sold 50 CarMax shares in Q4 2021, an estimated $7K.
  • CarMax made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #203 holding.
  • Paradigm Financial Advisors first reported a position in CarMax in Q1 2021 and has held it in 4 quarters since.
  • Paradigm Financial Advisors's CarMax position peaked at $226K in Q1 2021.
  • 735 funds tracked by Wall St. Rank held CarMax as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.