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Wealthcare Capital Management’s CarMax KMX Stock Holding History

Wealthcare Capital Management’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
-25
Closed -$3K – 382
2021
Q1 		$3K Buy
+25
New +$3.04K ﹤0.01% 486
2020
Q1 		– Sell
-24
Closed -$2K – 465
2019
Q4 		$2K Buy
+24
New +$2.26K ﹤0.01% 493

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Primecap Management
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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Capital Management's KMX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of CarMax (KMX) in Q2 2021, closing a stake of 25 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in KMX in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 677 funds tracked by Wall St. Rank hold KMX as of Q2 2021.

  • Wealthcare Capital Management reported no remaining CarMax position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 25 CarMax shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in CarMax in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's CarMax position peaked at $3K in Q1 2021.
  • 677 funds tracked by Wall St. Rank held CarMax as of Q2 2021.

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