PRW Wealth Management’s CarMax KMX Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-50	Closed	-$4K	–	380
2019 Q1	$4K	Sell	50 -3	-6%	-$185	﹤0.01%	422
2018 Q4	$4K	Buy	+53	New	+$3.5K	0.01%	420

Other funds holding KMX

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

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

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

RCG

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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

PRW Wealth Management's KMX Position: Q2 2019 in Review

PRW Wealth Management sold out of CarMax (KMX) in Q2 2019, closing a stake of 50 shares — an estimated $4K sold.

PRW Wealth Management first reported a position in KMX in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 585 funds tracked by Wall St. Rank hold KMX as of Q2 2019.

PRW Wealth Management reported no remaining CarMax position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 50 CarMax shares in Q2 2019, an estimated $4K.
PRW Wealth Management first reported a position in CarMax in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's CarMax position peaked at $4K in Q1 2019.
585 funds tracked by Wall St. Rank held CarMax as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.