Regent Peak Wealth Advisors’s CarMax KMX Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-181	Closed	-$17K	–	591
2020 Q4	$17K	Buy	+181	New	+$17K	0.01%	485

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Regent Peak Wealth Advisors's KMX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of CarMax (KMX) in Q1 2021, closing a stake of 181 shares — an estimated $17K sold.

Regent Peak Wealth Advisors first reported a position in KMX in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 697 funds tracked by Wall St. Rank hold KMX as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining CarMax position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 181 CarMax shares in Q1 2021, an estimated $17K.
Regent Peak Wealth Advisors first reported a position in CarMax in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's CarMax position peaked at $17K in Q4 2020.
697 funds tracked by Wall St. Rank held CarMax as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.