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YorkBridge Wealth Partners’s CarMax KMX Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-1,970
Closed -$171K – 439
2019
Q2 		$171K Sell
1,970
-17
-0.9% -$1.33K 0.08% 190
2019
Q1 		$139K Sell
1,987
-97
-5% -$5.98K 0.06% 225
2018
Q4 		$131K Buy
2,084
+41
+2% +$2.71K 0.07% 207
2018
Q3 		$151K Sell
2,043
-45
-2% -$3.43K 0.07% 210
2018
Q2 		$152K Hold
2,088
– – 0.07% 211
2018
Q1 		$127K Sell
2,088
-38
-2% -$2.48K 0.06% 252
2017
Q4 		$138K Sell
2,126
-205
-9% -$14.6K 0.07% 226
2017
Q3 		$177K Hold
2,331
– – 0.09% 189
2017
Q2 		$149K Buy
2,331
+29
+1% +$1.75K 0.08% 200
2017
Q1 		$133K Sell
2,302
-23
-1% -$1.49K 0.07% 208
2016
Q4 		$136K Buy
+2,325
New +$130K 0.08% 197

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

YorkBridge Wealth Partners's KMX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of CarMax (KMX) in Q3 2019, closing a stake of 1,970 shares — an estimated $171K sold.

YorkBridge Wealth Partners first reported a position in KMX in Q4 2016 and held it in 11 quarters. The position peaked at $177K in Q3 2017. 586 funds tracked by Wall St. Rank hold KMX as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining CarMax position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,970 CarMax shares in Q3 2019, an estimated $171K.
  • YorkBridge Wealth Partners first reported a position in CarMax in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's CarMax position peaked at $177K in Q3 2017.
  • 586 funds tracked by Wall St. Rank held CarMax as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.