Xcel Wealth Management’s CarMax KMX Stock Holding History

Xcel Wealth 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
2022 Q1	–	Sell	-20,520	Closed	-$2.67M	–	140
2021 Q4	$2.67M	Sell	20,520 -3,990	-16%	-$559K	0.69%	44
2021 Q3	$3.14M	Sell	24,510 -1,700	-6%	-$226K	0.91%	35
2021 Q2	$3.38M	Sell	26,210 -4,778	-15%	-$591K	1.02%	28
2021 Q1	$4.11M	Sell	30,988 -400	-1%	-$48.7K	1.47%	23
2020 Q4	$2.96M	Buy	31,388 +7,495	+31%	+$703K	1.28%	25
2020 Q3	$2.2M	Buy	23,893 +5,400	+29%	+$539K	1.13%	30
2020 Q2	$1.66M	Buy	+18,493	New	+$1.45M	1.03%	31

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Xcel Wealth Management's KMX Position: Q1 2022 in Review

Xcel Wealth Management sold out of CarMax (KMX) in Q1 2022, closing a stake of 20,520 shares — an estimated $2.67M sold.

Xcel Wealth Management first reported a position in KMX in Q2 2020 and held it in 7 quarters. The position peaked at $4.11M in Q1 2021. 696 funds tracked by Wall St. Rank hold KMX as of Q1 2022.

Xcel Wealth Management reported no remaining CarMax position as of Q1 2022 after selling out during the quarter.
Xcel Wealth Management sold 20,520 CarMax shares in Q1 2022, an estimated $2.67M.
Xcel Wealth Management first reported a position in CarMax in Q2 2020 and held it in 7 quarters.
Xcel Wealth Management's CarMax position peaked at $4.11M in Q1 2021.
696 funds tracked by Wall St. Rank held CarMax as of Q1 2022.

Based on Xcel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.