Powell Investment Advisors’s CarMax KMX Stock Holding History

Powell Investment 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
2023 Q1	–	Sell	-8,147	Closed	-$496K	–	139
2022 Q4	$496K	Hold	8,147	–	–	0.29%	59
2022 Q3	$538K	Hold	8,147	–	–	0.35%	50
2022 Q2	$737K	Buy	8,147 +25	+0.3%	+$2.35K	0.45%	28
2022 Q1	$784K	Hold	8,122	–	–	0.46%	32
2021 Q4	$1.06M	Hold	8,122	–	–	0.6%	21
2021 Q3	$1.04M	Hold	8,122	–	–	0.64%	21
2021 Q2	$1.05M	Hold	8,122	–	–	0.64%	21
2021 Q1	$1.08M	Hold	8,122	–	–	0.7%	21
2020 Q4	$767K	Sell	8,122 -57	-0.7%	-$5.34K	0.58%	23
2020 Q3	$752K	Buy	8,179 +107	+1%	+$10.7K	0.65%	22
2020 Q2	$723K	Hold	8,072	–	–	0.7%	23
2020 Q1	$435K	Hold	8,072	–	–	0.53%	40
2019 Q4	$708K	Buy	+8,072	New	+$759K	0.74%	27

Other funds holding KMX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Powell Investment Advisors's KMX Position: Q1 2023 in Review

Powell Investment Advisors sold out of CarMax (KMX) in Q1 2023, closing a stake of 8,147 shares — an estimated $496K sold.

Powell Investment Advisors first reported a position in KMX in Q4 2019 and held it in 13 quarters. The position peaked at $1.08M in Q1 2021. 671 funds tracked by Wall St. Rank hold KMX as of Q1 2023.

Powell Investment Advisors reported no remaining CarMax position as of Q1 2023 after selling out during the quarter.
Powell Investment Advisors sold 8,147 CarMax shares in Q1 2023, an estimated $496K.
Powell Investment Advisors first reported a position in CarMax in Q4 2019 and held it in 13 quarters.
Powell Investment Advisors's CarMax position peaked at $1.08M in Q1 2021.
671 funds tracked by Wall St. Rank held CarMax as of Q1 2023.

Based on Powell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.