AWE
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Avidian Wealth Enterprises’s Kimco Realty KIM Stock Holding History

Avidian Wealth Enterprises’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
2023
Q2 		– Sell
-24,840
Closed -$485K – 457
2023
Q1 		$485K Buy
24,840
+488
+2% +$10K 0.03% 301
2022
Q4 		$516K Buy
24,352
+1,575
+7% +$33.1K 0.03% 271
2022
Q3 		$419K Hold
22,777
– – 0.03% 265
2022
Q2 		$450K Hold
22,777
– – 0.03% 287
2022
Q1 		$563K Hold
22,777
– – 0.03% 276
2021
Q4 		$561K Hold
22,777
– – 0.03% 278
2021
Q3 		$473K Buy
+22,777
New +$487K 0.04% 222

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Avidian Wealth Enterprises's KIM Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Kimco Realty (KIM) in Q2 2023, closing a stake of 24,840 shares — an estimated $485K sold.

Avidian Wealth Enterprises first reported a position in KIM in Q3 2021 and held it in 7 quarters. The position peaked at $563K in Q1 2022. 496 funds tracked by Wall St. Rank hold KIM as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining Kimco Realty position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 24,840 Kimco Realty shares in Q2 2023, an estimated $485K.
  • Avidian Wealth Enterprises first reported a position in Kimco Realty in Q3 2021 and held it in 7 quarters.
  • Avidian Wealth Enterprises's Kimco Realty position peaked at $563K in Q1 2022.
  • 496 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.