TrueWealth LLC’s CarMax KMX Stock Holding History

TrueWealth LLC’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
2020 Q2	$18K	Hold	204	–	–	0.01%	390
2020 Q1	$11K	Hold	204	–	–	0.01%	443
2019 Q4	$18K	Hold	204	–	–	0.01%	392
2019 Q3	$18K	Hold	204	–	–	0.01%	386
2019 Q2	$18K	Hold	204	–	–	0.01%	387
2019 Q1	$14K	Hold	204	–	–	0.01%	411
2018 Q4	$13K	Sell	204 -258	-56%	-$17K	0.01%	407
2018 Q3	$34K	Hold	462	–	–	0.02%	321
2018 Q2	$34K	Hold	462	–	–	0.02%	312
2018 Q1	$29K	Sell	462 -157	-25%	-$10.3K	0.01%	315
2017 Q4	$40K	Buy	+619	New	+$44.2K	0.02%	306

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCG

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TrueWealth LLC's KMX Position: Q2 2020 in Review

TrueWealth LLC held its CarMax (KMX) position steady in Q2 2020 at 204 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #390.

TrueWealth LLC first reported a position in KMX in Q4 2017 and has held it in 11 quarters since. The position peaked at $40K in Q4 2017. 594 funds tracked by Wall St. Rank hold KMX as of Q2 2020.

TrueWealth LLC held 204 shares of CarMax worth $18K as of Q2 2020.
TrueWealth LLC left its CarMax share count unchanged in Q2 2020.
CarMax made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #390 holding.
TrueWealth LLC first reported a position in CarMax in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's CarMax position peaked at $40K in Q4 2017.
594 funds tracked by Wall St. Rank held CarMax as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.