Wealthcare Advisory Partners’s CarMax KMX Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-553	Closed	-$73K	–	1246
2021 Q1	$73K	Buy	+553	New	+$67.3K	0.01%	764
2020 Q2	–	Sell	-332	Closed	-$18K	–	893
2020 Q1	$18K	Hold	332	–	–	﹤0.01%	761
2019 Q4	$29K	Hold	332	–	–	﹤0.01%	663
2019 Q3	$29K	Hold	332	–	–	﹤0.01%	659
2019 Q2	$29K	Hold	332	–	–	﹤0.01%	633
2019 Q1	$23K	Hold	332	–	–	﹤0.01%	622
2018 Q4	$21K	Sell	332 -580	-64%	-$38.3K	﹤0.01%	615
2018 Q3	$68K	Buy	912 +515	+130%	+$39.3K	0.01%	406
2018 Q2	$29K	Buy	397 +106	+36%	+$7.08K	0.01%	577
2018 Q1	$18K	Sell	291 -3	-1%	-$196	﹤0.01%	604
2017 Q4	$19K	Buy	294 +65	+28%	+$4.64K	﹤0.01%	550
2017 Q3	$17K	Buy	+229	New	+$15.3K	0.01%	454

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthcare Advisory Partners's KMX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of CarMax (KMX) in Q2 2021, closing a stake of 553 shares — an estimated $73K sold.

Wealthcare Advisory Partners first reported a position in KMX in Q3 2017 and held it in 12 quarters. The position peaked at $73K in Q1 2021. 679 funds tracked by Wall St. Rank hold KMX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining CarMax position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 553 CarMax shares in Q2 2021, an estimated $73K.
Wealthcare Advisory Partners first reported a position in CarMax in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's CarMax position peaked at $73K in Q1 2021.
679 funds tracked by Wall St. Rank held CarMax as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.