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Precision Wealth Strategies’s CarMax KMX Stock Holding History

Precision Wealth Strategies’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
Q1 		– Sell
-3,532
Closed -$271K – 112
2023
Q4 		$271K Sell
3,532
-15
-0.4% -$1.01K 0.26% 70
2023
Q3 		$251K Buy
+3,547
New +$290K 0.27% 71
2021
Q4 		– Sell
-1,586
Closed -$203K – 130
2021
Q3 		$203K Buy
+1,586
New +$211K 0.16% 115

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Precision Wealth Strategies's KMX Position: Q1 2024 in Review

Precision Wealth Strategies sold out of CarMax (KMX) in Q1 2024, closing a stake of 3,532 shares — an estimated $271K sold.

Precision Wealth Strategies first reported a position in KMX in Q3 2021 and held it in 3 quarters. The position peaked at $271K in Q4 2023. 716 funds tracked by Wall St. Rank hold KMX as of Q1 2024.

  • Precision Wealth Strategies reported no remaining CarMax position as of Q1 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 3,532 CarMax shares in Q1 2024, an estimated $271K.
  • Precision Wealth Strategies first reported a position in CarMax in Q3 2021 and held it in 3 quarters.
  • Precision Wealth Strategies's CarMax position peaked at $271K in Q4 2023.
  • 716 funds tracked by Wall St. Rank held CarMax as of Q1 2024.

Based on Precision Wealth Strategies's 13F filing for Q1 2024, filed 1 May 2024.