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ARS Wealth Advisors Group’s Kimco Realty KIM Stock Holding History

ARS Wealth Advisors Group’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
2024
Q3 		– Sell
-12,439
Closed -$242K – 175
2024
Q2 		$242K Sell
12,439
-503,275
-98% -$9.43M 0.03% 144
2024
Q1 		$10.1M Buy
515,714
+51,499
+11% +$1.02M 1.36% 25
2023
Q4 		$9.89M Buy
464,215
+13,084
+3% +$247K 1.47% 24
2023
Q3 		$7.94M Buy
451,131
+4,025
+0.9% +$78.1K 1.3% 29
2023
Q2 		$8.82M Sell
447,106
-30,043
-6% -$566K 1.4% 28
2023
Q1 		$9.32M Sell
477,149
-13,291
-3% -$274K 1.72% 22
2022
Q4 		$10.4M Sell
490,440
-31,225
-6% -$656K 1.71% 21
2022
Q3 		$9.6M Buy
521,665
+6,796
+1% +$143K 1.47% 24
2022
Q2 		$10.2M Sell
514,869
-13,920
-3% -$320K 1.4% 25
2022
Q1 		$13.1M Sell
528,789
-2,308
-0.4% -$55.7K 2.28% 15
2021
Q4 		$13.1M Sell
531,097
-18,775
-3% -$434K 2.2% 13
2021
Q3 		$11.4M Buy
+549,872
New +$11.8M 2.07% 15

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

ARS Wealth Advisors Group's KIM Position: Q3 2024 in Review

ARS Wealth Advisors Group sold out of Kimco Realty (KIM) in Q3 2024, closing a stake of 12,439 shares — an estimated $242K sold.

ARS Wealth Advisors Group first reported a position in KIM in Q3 2021 and held it in 12 quarters. The position peaked at $13.1M in Q4 2021. 552 funds tracked by Wall St. Rank hold KIM as of Q3 2024.

  • ARS Wealth Advisors Group reported no remaining Kimco Realty position as of Q3 2024 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 12,439 Kimco Realty shares in Q3 2024, an estimated $242K.
  • ARS Wealth Advisors Group first reported a position in Kimco Realty in Q3 2021 and held it in 12 quarters.
  • ARS Wealth Advisors Group's Kimco Realty position peaked at $13.1M in Q4 2021.
  • 552 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2024.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2024, filed 15 Oct 2024.