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Stratos Wealth Partners’s CarMax KMX Stock Holding History

Stratos Wealth Partners’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
-2,449
Closed -$236K – 1251
2022
Q1 		$236K Buy
2,449
+858
+54% +$92.3K 0.01% 1095
2021
Q4 		$207K Buy
1,591
+10
+0.6% +$1.4K ﹤0.01% 1157
2021
Q3 		$202K Sell
1,581
-1,356
-46% -$180K 0.01% 1104
2021
Q2 		$379K Sell
2,937
-120
-4% -$14.8K 0.01% 871
2021
Q1 		$406K Sell
3,057
-205
-6% -$25K 0.01% 777
2020
Q4 		$308K Sell
3,262
-452
-12% -$42.4K 0.01% 842
2020
Q3 		$341K Sell
3,714
-30
-0.8% -$3K 0.01% 739
2020
Q2 		$335K Sell
3,744
-655
-15% -$51.3K 0.01% 737
2020
Q1 		$237K Buy
4,399
+1,813
+70% +$153K 0.01% 759
2019
Q4 		$227K Buy
+2,586
New +$243K 0.01% 861
2018
Q4 		– Sell
-109
Closed -$8K – 1720
2018
Q3 		$8K Buy
+109
New +$8.31K ﹤0.01% 2274
2018
Q2 		– Sell
-109
Closed -$7K – 1841
2018
Q1 		$7K Sell
109
-68
-38% -$4.45K ﹤0.01% 2478
2017
Q4 		$11K Buy
+177
New +$12.6K ﹤0.01% 2124
2015
Q4 		– Sell
-4,255
Closed -$252K – 611
2015
Q3 		$252K Buy
+4,255
New +$267K 0.03% 428
2015
Q2 		– Sell
-3,893
Closed -$267K – 577
2015
Q1 		$267K Buy
3,893
+558
+17% +$36.4K 0.03% 461
2014
Q4 		$222K Buy
+3,335
New +$185K 0.04% 418

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 $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Stratos Wealth Partners's KMX Position: Q2 2022 in Review

Stratos Wealth Partners sold out of CarMax (KMX) in Q2 2022, closing a stake of 2,449 shares — an estimated $236K sold.

Stratos Wealth Partners first reported a position in KMX in Q4 2014 and held it in 16 quarters. The position peaked at $406K in Q1 2021. 691 funds tracked by Wall St. Rank hold KMX as of Q2 2022.

  • Stratos Wealth Partners reported no remaining CarMax position as of Q2 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,449 CarMax shares in Q2 2022, an estimated $236K.
  • Stratos Wealth Partners first reported a position in CarMax in Q4 2014 and held it in 16 quarters.
  • Stratos Wealth Partners's CarMax position peaked at $406K in Q1 2021.
  • 691 funds tracked by Wall St. Rank held CarMax as of Q2 2022.

Based on Stratos Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.