SLWA
KMX icon

San Luis Wealth Advisors’s CarMax KMX Stock Holding History

San Luis 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
2022
Q2 		– Sell
-6,094
Closed -$794K – 269
2022
Q1 		$794K Buy
+6,094
New +$656K 0.39% 59
2021
Q4 		– Sell
-4,382
Closed -$561K – 122
2021
Q3 		$561K Buy
+4,382
New +$583K 0.31% 81

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

San Luis Wealth Advisors's KMX Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of CarMax (KMX) in Q2 2022, closing a stake of 6,094 shares — an estimated $794K sold.

San Luis Wealth Advisors first reported a position in KMX in Q3 2021 and held it in 2 quarters. The position peaked at $794K in Q1 2022. 690 funds tracked by Wall St. Rank hold KMX as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining CarMax position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 6,094 CarMax shares in Q2 2022, an estimated $794K.
  • San Luis Wealth Advisors first reported a position in CarMax in Q3 2021 and held it in 2 quarters.
  • San Luis Wealth Advisors's CarMax position peaked at $794K in Q1 2022.
  • 690 funds tracked by Wall St. Rank held CarMax as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.