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Realta Investment Advisors’s CarMax KMX Stock Holding History

Realta 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
2024
Q3 		– Sell
-15,112
Closed -$1.11M – 584
2024
Q2 		$1.11M Buy
15,112
+844
+6% +$60.8K 0.22% 110
2024
Q1 		$1.24M Buy
14,268
+400
+3% +$30.3K 0.26% 97
2023
Q4 		$1.06M Sell
13,868
-93
-0.7% -$6.25K 0.24% 106
2023
Q3 		$1.17M Hold
13,961
– – 0.27% 87
2023
Q2 		$1.17M Buy
13,961
+60
+0.4% +$4.39K 0.26% 91
2023
Q1 		$894K Buy
13,901
+772
+6% +$51.7K 0.22% 120
2022
Q4 		$799K Buy
13,129
+55
+0.4% +$3.53K 0.19% 130
2022
Q3 		$863K Buy
13,074
+1,585
+14% +$145K 0.23% 111
2022
Q2 		$1.06M Buy
11,489
+866
+8% +$81.4K 0.26% 92
2022
Q1 		$1.02M Buy
10,623
+281
+3% +$30.2K 0.2% 113
2021
Q4 		$1.35M Sell
10,342
-214
-2% -$30K 0.3% 78
2021
Q3 		$1.35M Buy
10,556
+144
+1% +$19.2K 0.32% 67
2021
Q2 		$1.34M Buy
10,412
+174
+2% +$21.5K 0.32% 70
2021
Q1 		$1.36M Sell
10,238
-164
-2% -$20K 0.36% 65
2020
Q4 		$983K Buy
10,402
+416
+4% +$39K 0.28% 81
2020
Q3 		$918K Buy
9,986
+1,236
+14% +$123K 0.31% 75
2020
Q2 		$784K Buy
8,750
+800
+10% +$62.7K 0.26% 100
2020
Q1 		$428K Sell
7,950
-244
-3% -$20.6K 0.18% 155
2019
Q4 		$797K Buy
8,194
+426
+5% +$40.1K 0.22% 102
2019
Q3 		$684K Buy
7,768
+85
+1% +$7.29K 0.19% 126
2019
Q2 		$662K Buy
7,683
+795
+12% +$62.2K 0.18% 139
2019
Q1 		$476K Buy
+6,888
New +$425K 0.22% 137

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Realta Investment Advisors's KMX Position: Q3 2024 in Review

Realta Investment Advisors sold out of CarMax (KMX) in Q3 2024, closing a stake of 15,112 shares — an estimated $1.11M sold.

Realta Investment Advisors first reported a position in KMX in Q1 2019 and held it in 22 quarters. The position peaked at $1.36M in Q1 2021. 740 funds tracked by Wall St. Rank hold KMX as of Q3 2024.

  • Realta Investment Advisors reported no remaining CarMax position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 15,112 CarMax shares in Q3 2024, an estimated $1.11M.
  • Realta Investment Advisors first reported a position in CarMax in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's CarMax position peaked at $1.36M in Q1 2021.
  • 740 funds tracked by Wall St. Rank held CarMax as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.