Personal Capital Advisors’s CarMax KMX Stock Holding History

Personal Capital 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
2022 Q4	$219K	Buy	3,598 +68	+2%	+$4.37K	﹤0.01%	448
2022 Q3	$233K	Buy	3,530 +48	+1%	+$4.39K	﹤0.01%	410
2022 Q2	$315K	Sell	3,482 -8	-0.2%	-$752	﹤0.01%	345
2022 Q1	$337K	Sell	3,490 -19	-0.5%	-$2.04K	﹤0.01%	365
2021 Q4	$457K	Sell	3,509 -758	-18%	-$106K	﹤0.01%	349
2021 Q3	$546K	Buy	4,267 +171	+4%	+$22.8K	﹤0.01%	302
2021 Q2	$529K	Sell	4,096 -13	-0.3%	-$1.61K	﹤0.01%	299
2021 Q1	$545K	Sell	4,109 -312	-7%	-$38K	﹤0.01%	296
2020 Q4	$418K	Buy	4,421 +12	+0.3%	+$1.13K	﹤0.01%	324
2020 Q3	$405K	Sell	4,409 -1,027	-19%	-$103K	﹤0.01%	301
2020 Q2	$487K	Sell	5,436 -4	-0.1%	-$313	﹤0.01%	256
2020 Q1	$293K	Sell	5,440 -1	-0%	-$85	﹤0.01%	287
2019 Q4	$477K	Sell	5,441 -58	-1%	-$5.46K	﹤0.01%	269
2019 Q3	$483K	Buy	5,499 +62	+1%	+$5.32K	﹤0.01%	249
2019 Q2	$472K	Sell	5,437 -1,667	-23%	-$130K	﹤0.01%	241
2019 Q1	$496K	Sell	7,104 -1,373	-16%	-$84.6K	0.01%	235
2018 Q4	$532K	Buy	+8,477	New	+$559K	0.01%	225

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Personal Capital Advisors's KMX Position: Q4 2022 in Review

Personal Capital Advisors increased its CarMax (KMX) stake by 1.9% in Q4 2022, buying an estimated $4.37K and bringing the position to 3,598 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Personal Capital Advisors first reported a position in KMX in Q4 2018 and has held it in 17 quarters since. The position peaked at $546K in Q3 2021. 656 funds tracked by Wall St. Rank hold KMX as of Q4 2022.

Personal Capital Advisors held 3,598 shares of CarMax worth $219K as of Q4 2022.
Personal Capital Advisors bought 68 CarMax shares in Q4 2022, an estimated $4.37K.
CarMax made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #448 holding.
Personal Capital Advisors first reported a position in CarMax in Q4 2018 and has held it in 17 quarters since.
Personal Capital Advisors's CarMax position peaked at $546K in Q3 2021.
656 funds tracked by Wall St. Rank held CarMax as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.