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Transform Wealth’s CarMax KMX Stock Holding History

Transform Wealth’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
-7,410
Closed -$715K – 210
2022
Q1 		$715K Hold
7,410
– – 0.08% 131
2021
Q4 		$965K Hold
7,410
– – 0.1% 114
2021
Q3 		$948K Buy
7,410
+650
+10% +$86.5K 0.11% 113
2021
Q2 		$873K Buy
+6,760
New +$836K 0.11% 128
2020
Q4 		– Sell
-6,190
Closed -$569K – 215
2020
Q3 		$569K Sell
6,190
-500
-7% -$49.9K 0.09% 139
2020
Q2 		$599K Sell
6,690
-300
-4% -$23.5K 0.1% 137
2020
Q1 		$376K Hold
6,990
– – 0.08% 160
2019
Q4 		$613K Sell
6,990
-1,500
-18% -$141K 0.1% 147
2019
Q3 		$747K Hold
8,490
– – 0.13% 127
2019
Q2 		$737K Sell
8,490
-1,550
-15% -$121K 0.11% 154
2019
Q1 		$701K Buy
10,040
+1,000
+11% +$61.6K 0.13% 123
2018
Q4 		$567K Hold
9,040
– – 0.12% 129
2018
Q3 		$675K Hold
9,040
– – 0.12% 137
2018
Q2 		$659K Sell
9,040
-155
-2% -$10.3K 0.12% 147
2018
Q1 		$570K Buy
9,195
+2,600
+39% +$170K 0.11% 168
2017
Q4 		$423K Sell
6,595
-1,635
-20% -$117K 0.08% 194
2017
Q3 		$624K Buy
+8,230
New +$549K 0.22% 134
2017
Q2 		– Sell
-7,525
Closed -$446K – 98
2017
Q1 		$446K Buy
7,525
+300
+4% +$19.5K 0.17% 157
2016
Q4 		$465K Buy
7,225
+1,825
+34% +$102K 0.18% 153
2016
Q3 		$288K Hold
5,400
– – 0.12% 175
2016
Q2 		$265K Buy
+5,400
New +$277K 0.11% 184

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

Transform Wealth's KMX Position: Q2 2022 in Review

Transform Wealth sold out of CarMax (KMX) in Q2 2022, closing a stake of 7,410 shares — an estimated $715K sold.

Transform Wealth first reported a position in KMX in Q2 2016 and held it in 21 quarters. The position peaked at $965K in Q4 2021. 691 funds tracked by Wall St. Rank hold KMX as of Q2 2022.

  • Transform Wealth reported no remaining CarMax position as of Q2 2022 after selling out during the quarter.
  • Transform Wealth sold 7,410 CarMax shares in Q2 2022, an estimated $715K.
  • Transform Wealth first reported a position in CarMax in Q2 2016 and held it in 21 quarters.
  • Transform Wealth's CarMax position peaked at $965K in Q4 2021.
  • 691 funds tracked by Wall St. Rank held CarMax as of Q2 2022.

Based on Transform Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.