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Wealthspire Advisors (Maryland)’s CarMax KMX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$296K Sell
3,218
-3,157
-50% -$315K 0.01% 349
2020
Q2 		$571K Buy
6,375
+47
+0.7% +$3.68K 0.04% 231
2020
Q1 		$341K Buy
6,328
+252
+4% +$21.3K 0.03% 286
2019
Q4 		$533K Buy
6,076
+336
+6% +$31.6K 0.04% 272
2019
Q3 		$505K Buy
5,740
+76
+1% +$6.52K 0.04% 258
2019
Q2 		$492K Sell
5,664
-88
-2% -$6.88K 0.04% 260
2019
Q1 		$401K Sell
5,752
-624
-10% -$38.5K 0.03% 292
2018
Q4 		$400K Buy
6,376
+39
+0.6% +$2.57K 0.04% 261
2018
Q3 		$473K Buy
6,337
+13
+0.2% +$992 0.04% 258
2018
Q2 		$461K Sell
6,324
-367
-5% -$24.5K 0.04% 252
2018
Q1 		$414K Buy
6,691
+127
+2% +$8.3K 0.04% 285
2017
Q4 		$421K Buy
6,564
+2,407
+58% +$172K 0.04% 293
2017
Q3 		$315K Sell
4,157
-5
-0.1% -$333 0.03% 349
2017
Q2 		$262K Buy
4,162
+2,067
+99% +$125K 0.03% 373
2017
Q1 		$124K Buy
2,095
+49
+2% +$3.18K 0.02% 520
2016
Q4 		$132K Sell
2,046
-1
-0% -$56 0.02% 488
2016
Q3 		$109K Buy
2,047
+1,899
+1,283% +$108K 0.02% 545
2016
Q2 		$7K Sell
148
-45
-23% -$2.31K ﹤0.01% 1270
2016
Q1 		$10K Buy
193
+7
+4% +$330 ﹤0.01% 1184
2015
Q4 		$10K Buy
+186
New +$10.6K ﹤0.01% 1194

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KMX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its CarMax (KMX) stake by 50% in Q3 2020, selling an estimated $315K and leaving 3,218 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #349.

Wealthspire Advisors (Maryland) first reported a position in KMX in Q4 2015 and has held it in 20 quarters since. The position peaked at $571K in Q2 2020. 626 funds tracked by Wall St. Rank hold KMX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,218 shares of CarMax worth $296K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 3,157 CarMax shares in Q3 2020, an estimated $315K.
  • CarMax made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #349 holding.
  • Wealthspire Advisors (Maryland) first reported a position in CarMax in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s CarMax position peaked at $571K in Q2 2020.
  • 626 funds tracked by Wall St. Rank held CarMax as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.