Sutton Wealth Advisors’s CarMax KMX Stock Holding History

Sutton 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
2023 Q3	$6.37K	Buy	90 +43	+91%	+$3.52K	﹤0.01%	548
2023 Q2	$3.93K	Sell	47 -6	-11%	-$439	﹤0.01%	600
2023 Q1	$3.41K	Buy	53 +1	+2%	+$67	﹤0.01%	567
2022 Q4	$3.17K	Sell	52 -23	-31%	-$1.48K	﹤0.01%	1157
2022 Q3	$4.95K	Buy	75 +2	+3%	+$183	﹤0.01%	1076
2022 Q2	$6.61K	Sell	73 -8	-10%	-$752	﹤0.01%	1015
2022 Q1	$7.82K	Sell	81 -1	-1%	-$108	﹤0.01%	1007
2021 Q4	$10.7K	Sell	82 -7	-8%	-$980	﹤0.01%	911
2021 Q3	$11.4K	Buy	89 +2	+2%	+$266	﹤0.01%	863
2021 Q2	$11.2K	Hold	87	–	–	﹤0.01%	879
2021 Q1	$11.5K	Hold	87	–	–	﹤0.01%	835
2020 Q4	$8.22K	Buy	87 +7	+9%	+$656	﹤0.01%	867
2020 Q3	$7.35K	Hold	80	–	–	﹤0.01%	816
2020 Q2	$7.16K	Buy	80 +20	+33%	+$1.57K	﹤0.01%	787
2020 Q1	$3.23K	Buy	60 +5	+9%	+$423	﹤0.01%	950
2019 Q4	$4.82K	Hold	55	–	–	﹤0.01%	954
2019 Q3	$4.84K	Hold	55	–	–	﹤0.01%	953
2019 Q2	$4.78K	Hold	55	–	–	﹤0.01%	941
2019 Q1	$3.84K	Buy	55 +10	+22%	+$616	﹤0.01%	975
2018 Q4	$2.82K	Hold	45	–	–	﹤0.01%	956
2018 Q3	$3.36K	Hold	45	–	–	﹤0.01%	951
2018 Q2	$3.28K	Hold	45	–	–	﹤0.01%	969
2018 Q1	$2.79K	Hold	45	–	–	﹤0.01%	979
2017 Q4	$2.89K	Sell	45 -2	-4%	-$143	﹤0.01%	945
2017 Q3	$3.56K	Hold	47	–	–	﹤0.01%	907
2017 Q2	$2.96K	Hold	47	–	–	﹤0.01%	927
2017 Q1	$2.78K	Hold	47	–	–	﹤0.01%	910
2016 Q4	$3.03K	Buy	47 +26	+124%	+$1.46K	﹤0.01%	898
2016 Q3	$1.12K	Hold	21	–	–	﹤0.01%	957
2016 Q2	$1.03K	Hold	21	–	–	﹤0.01%	924
2016 Q1	$1.07K	Buy	+21	New	+$991	﹤0.01%	916

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

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

RCG

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Sutton Wealth Advisors's KMX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its CarMax (KMX) stake by 91% in Q3 2023, buying an estimated $3.52K and bringing the position to 90 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Sutton Wealth Advisors first reported a position in KMX in Q1 2016 and has held it in 31 quarters since. The position peaked at $11.5K in Q1 2021. 683 funds tracked by Wall St. Rank hold KMX as of Q3 2023.

Sutton Wealth Advisors held 90 shares of CarMax worth $6.37K as of Q3 2023.
Sutton Wealth Advisors bought 43 CarMax shares in Q3 2023, an estimated $3.52K.
CarMax made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #548 holding.
Sutton Wealth Advisors first reported a position in CarMax in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's CarMax position peaked at $11.5K in Q1 2021.
683 funds tracked by Wall St. Rank held CarMax as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.