Sowell Financial Services’s CarMax KMX Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-99	Closed	-$13K	–	1700
2021 Q1	$13K	Sell	99 -84	-46%	-$10.2K	﹤0.01%	2217
2020 Q4	$17K	Sell	183 -12,655	-99%	-$1.19M	﹤0.01%	1802
2020 Q3	$1.18M	Buy	12,838 +12,695	+8,878%	+$1.27M	0.06%	261
2020 Q2	$13K	Sell	143 -112	-44%	-$8.78K	﹤0.01%	1598
2020 Q1	$14K	Sell	255 -1,343	-84%	-$114K	﹤0.01%	1503
2019 Q4	$140K	Sell	1,598 -90	-5%	-$8.47K	0.01%	812
2019 Q3	$149K	Buy	+1,688	New	+$145K	0.01%	721

Other funds holding KMX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's KMX Position: Q2 2021 in Review

Sowell Financial Services sold out of CarMax (KMX) in Q2 2021, closing a stake of 99 shares — an estimated $13K sold.

Sowell Financial Services first reported a position in KMX in Q3 2019 and held it in 7 quarters. The position peaked at $1.18M in Q3 2020. 679 funds tracked by Wall St. Rank hold KMX as of Q2 2021.

Sowell Financial Services reported no remaining CarMax position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 99 CarMax shares in Q2 2021, an estimated $13K.
Sowell Financial Services first reported a position in CarMax in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's CarMax position peaked at $1.18M in Q3 2020.
679 funds tracked by Wall St. Rank held CarMax as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.