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Valeo Financial Advisors’s CarMax KMX Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-200
Closed -$27K – 1201
2021
Q1 		$27K Hold
200
– – ﹤0.01% 1064
2020
Q4 		$19K Hold
200
– – ﹤0.01% 1038
2020
Q3 		$18K Sell
200
-405
-67% -$40.5K ﹤0.01% 942
2020
Q2 		$54K Buy
605
+87
+17% +$6.82K ﹤0.01% 696
2020
Q1 		$33K Sell
518
-270
-34% -$22.8K ﹤0.01% 735
2019
Q4 		$69K Buy
788
+241
+44% +$22.7K 0.01% 545
2019
Q3 		$48K Hold
547
– – 0.01% 615
2019
Q2 		$47K Hold
547
– – 0.01% 624
2019
Q1 		$38K Sell
547
-68
-11% -$4.19K ﹤0.01% 623
2018
Q4 		$39K Sell
615
-84
-12% -$5.54K 0.01% 555
2018
Q3 		$48K Buy
699
+177
+34% +$13.5K 0.01% 556
2018
Q2 		$38K Buy
522
+10
+2% +$668 0.01% 606
2018
Q1 		$32K Sell
512
-64
-11% -$4.18K 0.01% 593
2017
Q4 		$37K Buy
576
+242
+72% +$17.3K 0.01% 533
2017
Q3 		$25K Buy
+334
New +$22.3K 0.01% 522

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valeo Financial Advisors's KMX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of CarMax (KMX) in Q2 2021, closing a stake of 200 shares — an estimated $27K sold.

Valeo Financial Advisors first reported a position in KMX in Q3 2017 and held it in 15 quarters. The position peaked at $69K in Q4 2019. 679 funds tracked by Wall St. Rank hold KMX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining CarMax position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 CarMax shares in Q2 2021, an estimated $27K.
  • Valeo Financial Advisors first reported a position in CarMax in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's CarMax position peaked at $69K in Q4 2019.
  • 679 funds tracked by Wall St. Rank held CarMax as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.