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SYSTM Wealth Solutions’s CarMax KMX Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-3,056
Closed -$266K – 822
2024
Q1 		$266K Hold
3,056
– – 0.03% 361
2023
Q4 		$235K Sell
3,056
-18,030
-86% -$1.21M 0.03% 362
2023
Q3 		$1.49M Sell
21,086
-961
-4% -$78.7K 0.23% 121
2023
Q2 		$1.85M Buy
22,047
+1,533
+7% +$112K 0.25% 112
2023
Q1 		$1.32M Sell
20,514
-7,509
-27% -$503K 0.2% 134
2022
Q4 		$1.71M Buy
+28,023
New +$1.8M 0.21% 133

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Janus Henderson Group
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYSTM Wealth Solutions's KMX Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of CarMax (KMX) in Q2 2024, closing a stake of 3,056 shares — an estimated $266K sold.

SYSTM Wealth Solutions first reported a position in KMX in Q4 2022 and held it in 6 quarters. The position peaked at $1.85M in Q2 2023. 704 funds tracked by Wall St. Rank hold KMX as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining CarMax position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,056 CarMax shares in Q2 2024, an estimated $266K.
  • SYSTM Wealth Solutions first reported a position in CarMax in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's CarMax position peaked at $1.85M in Q2 2023.
  • 704 funds tracked by Wall St. Rank held CarMax as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.