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BRWA
B. Riley Wealth Advisors’s
Kimco Realty
KIM
Stock Holding History
B. Riley Wealth Advisors’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
Q1
–
Sell
-9,786
Closed
-$207K
–
1577
2022
Q4
$207K
Buy
+9,786
New
+$206K
0.01%
1241
2022
Q2
–
Sell
-9,779
Closed
-$242K
–
1312
2022
Q1
$242K
Buy
9,779
+87
+0.9%
+$2.1K
0.01%
1122
2021
Q4
$240K
Buy
+9,692
New
+$224K
0.01%
1184
2019
Q4
–
Sell
-12,142
Closed
-$254K
–
879
2019
Q3
$254K
Buy
12,142
+1,947
+19%
+$37K
0.03%
647
2019
Q2
$189K
Sell
10,195
-151
-1%
-$2.73K
0.02%
724
2019
Q1
$193K
Sell
10,346
-1,787
-15%
-$30.7K
0.02%
663
2018
Q4
$178K
Buy
+12,133
New
+$190K
0.03%
585
2015
Q1
–
Sell
-2,339
Closed
-$59
–
1325
2014
Q4
$59
Buy
+2,339
New
+$57.2K
﹤0.01%
2006
2014
Q3
–
Sell
-2,339
Closed
-$53.8K
–
1314
2014
Q2
$53.8K
Buy
+2,339
New
+$53.1K
0.01%
1001
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
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1-Year Est. Return
RC
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$4.76B AUM
10.22%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
AAMU
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New York
$13B AUM
5.3%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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