AllSquare Wealth Management’s Kimco Realty KIM Stock Holding History

AllSquare Wealth Management’s Portfolio KIM Stock Details KIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,050	Closed	-$26K	–	517
2022 Q1	$26K	Hold	1,050	–	–	0.02%	290
2021 Q4	$26K	Hold	1,050	–	–	0.02%	299
2021 Q3	$22K	Hold	1,050	–	–	0.01%	299
2021 Q2	$22K	Hold	1,050	–	–	0.01%	312
2021 Q1	$20K	Hold	1,050	–	–	0.01%	308
2020 Q4	$16K	Hold	1,050	–	–	0.01%	306
2020 Q3	$12K	Hold	1,050	–	–	0.01%	320
2020 Q2	$13K	Sell	1,050 -1,650	-61%	-$18.4K	0.01%	304
2020 Q1	$26K	Hold	2,700	–	–	0.02%	223
2019 Q4	$56K	Hold	2,700	–	–	0.04%	175
2019 Q3	$56K	Sell	2,700 -500	-16%	-$9.51K	0.04%	172
2019 Q2	$59K	Hold	3,200	–	–	0.04%	170
2019 Q1	$59K	Buy	3,200 +900	+39%	+$15.4K	0.04%	168
2018 Q4	$34K	Buy	+2,300	New	+$36.1K	0.03%	208
2016 Q4	–	Sell	-75	Closed	-$2K	–	356
2016 Q3	$2K	Buy	+75	New	+$2.28K	﹤0.01%	292

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllSquare Wealth Management's KIM Position: Q2 2022 in Review

AllSquare Wealth Management sold out of Kimco Realty (KIM) in Q2 2022, closing a stake of 1,050 shares — an estimated $26K sold.

AllSquare Wealth Management first reported a position in KIM in Q3 2016 and held it in 15 quarters. The position peaked at $59K in Q2 2019. 486 funds tracked by Wall St. Rank hold KIM as of Q2 2022.

AllSquare Wealth Management reported no remaining Kimco Realty position as of Q2 2022 after selling out during the quarter.
AllSquare Wealth Management sold 1,050 Kimco Realty shares in Q2 2022, an estimated $26K.
AllSquare Wealth Management first reported a position in Kimco Realty in Q3 2016 and held it in 15 quarters.
AllSquare Wealth Management's Kimco Realty position peaked at $59K in Q2 2019.
486 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2022.

Based on AllSquare Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.