WR Wealth Planners’s CarMax KMX Stock Holding History

WR Wealth Planners’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
2024 Q4	$80.9K	Hold	990	–	–	0.03%	259
2024 Q3	$76.6K	Hold	990	–	–	0.02%	287
2024 Q2	$72.6K	Hold	990	–	–	0.02%	286
2024 Q1	$86.2K	Buy	+990	New	+$74.9K	0.03%	271
2023 Q4	–	Sell	-990	Closed	-$70K	–	551
2023 Q3	$70K	Hold	990	–	–	0.03%	286
2023 Q2	$82.9K	Hold	990	–	–	0.03%	265
2023 Q1	$63.6K	Buy	+990	New	+$66.3K	0.03%	289

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WR Wealth Planners's KMX Position: Q4 2024 in Review

WR Wealth Planners held its CarMax (KMX) position steady in Q4 2024 at 990 shares worth $80.9K. The position accounts for 0.03% of the portfolio, ranked #259.

WR Wealth Planners first reported a position in KMX in Q1 2023 and has held it in 7 quarters since. The position peaked at $86.2K in Q1 2024. 750 funds tracked by Wall St. Rank hold KMX as of Q4 2024.

WR Wealth Planners held 990 shares of CarMax worth $80.9K as of Q4 2024.
WR Wealth Planners left its CarMax share count unchanged in Q4 2024.
CarMax made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #259 holding.
WR Wealth Planners first reported a position in CarMax in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's CarMax position peaked at $86.2K in Q1 2024.
750 funds tracked by Wall St. Rank held CarMax as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.