Strata Wealth Advisors’s CarMax KMX Stock Holding History

Strata 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
2024 Q1	–	Sell	-27,798	Closed	-$2.13M	–	79
2023 Q4	$2.13M	Buy	+27,798	New	+$1.87M	0.84%	22

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

RCG

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strata Wealth Advisors's KMX Position: Q1 2024 in Review

Strata Wealth Advisors sold out of CarMax (KMX) in Q1 2024, closing a stake of 27,798 shares — an estimated $2.13M sold.

Strata Wealth Advisors first reported a position in KMX in Q4 2023 and held it in 1 quarter. The position peaked at $2.13M in Q4 2023. 716 funds tracked by Wall St. Rank hold KMX as of Q1 2024.

Strata Wealth Advisors reported no remaining CarMax position as of Q1 2024 after selling out during the quarter.
Strata Wealth Advisors sold 27,798 CarMax shares in Q1 2024, an estimated $2.13M.
Strata Wealth Advisors first reported a position in CarMax in Q4 2023 and held it in 1 quarter.
Strata Wealth Advisors's CarMax position peaked at $2.13M in Q4 2023.
716 funds tracked by Wall St. Rank held CarMax as of Q1 2024.

Based on Strata Wealth Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.