TFO Wealth Partners’s CarMax KMX Stock Holding History

TFO 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
2023 Q4	–	Sell	-2	Closed	-$167	–	1020
2023 Q3	$167	Buy	+2	New	+$164	﹤0.01%	887
2022 Q4	–	Sell	-60	Closed	-$4K	–	932
2022 Q3	$4K	Buy	+60	New	+$5.48K	﹤0.01%	109

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

TFO Wealth Partners's KMX Position: Q4 2023 in Review

TFO Wealth Partners sold out of CarMax (KMX) in Q4 2023, closing a stake of 2 shares — an estimated $167 sold.

TFO Wealth Partners first reported a position in KMX in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 705 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

TFO Wealth Partners reported no remaining CarMax position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 2 CarMax shares in Q4 2023, an estimated $167.
TFO Wealth Partners first reported a position in CarMax in Q3 2022 and held it in 2 quarters.
TFO Wealth Partners's CarMax position peaked at $4K in Q3 2022.
705 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.