WealthShield Partners’s CarMax KMX Stock Holding History

WealthShield 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 Q3	–	Sell	-105	Closed	-$14K	–	499
2021 Q2	$14K	Hold	105	–	–	﹤0.01%	707
2021 Q1	$14K	Buy	+105	New	+$12.8K	﹤0.01%	742

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

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

WealthShield Partners's KMX Position: Q3 2021 in Review

WealthShield Partners sold out of CarMax (KMX) in Q3 2021, closing a stake of 105 shares — an estimated $14K sold.

WealthShield Partners first reported a position in KMX in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 680 funds tracked by Wall St. Rank hold KMX as of Q3 2021.

WealthShield Partners reported no remaining CarMax position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 105 CarMax shares in Q3 2021, an estimated $14K.
WealthShield Partners first reported a position in CarMax in Q1 2021 and held it in 2 quarters.
WealthShield Partners's CarMax position peaked at $14K in Q2 2021.
680 funds tracked by Wall St. Rank held CarMax as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.