PWAG
KMX icon

Polaris Wealth Advisory Group’s CarMax KMX Stock Holding History

Polaris Wealth Advisory Group’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
2015
Q2 		– Sell
-7,785
Closed -$537K – 79
2015
Q1 		$537K Buy
+7,785
New +$508K 0.1% 63

Other funds holding KMX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Polaris Wealth Advisory Group's KMX Position: Q2 2015 in Review

Polaris Wealth Advisory Group sold out of CarMax (KMX) in Q2 2015, closing a stake of 7,785 shares — an estimated $537K sold.

Polaris Wealth Advisory Group first reported a position in KMX in Q1 2015 and held it in 1 quarter. The position peaked at $537K in Q1 2015. 467 funds tracked by Wall St. Rank hold KMX as of Q2 2015.

  • Polaris Wealth Advisory Group reported no remaining CarMax position as of Q2 2015 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 7,785 CarMax shares in Q2 2015, an estimated $537K.
  • Polaris Wealth Advisory Group first reported a position in CarMax in Q1 2015 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's CarMax position peaked at $537K in Q1 2015.
  • 467 funds tracked by Wall St. Rank held CarMax as of Q2 2015.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2015, filed 11 Aug 2015.